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Southern Co (SO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares30,415,075 from 29,315,285
Change+1,099,790 (+4%)
Value$2.5B (-$284.6M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares7,221,432 from 7,278,460
Change-57,028 (-1%)
Value$598.6M (-$98.0M)
Filed 2026-11-05
Amundi
DECREASED
Shares3,906,114 from 4,447,873
Change-541,759 (-12%)
Value$323.8M (-$101.9M)
Filed 2026-11-06
Pictet Asset Management Holding SA
INCREASED
Shares3,785,562 from 3,766,323
Change+19,239 (+1%)
Value$313.8M (-$46.7M)
Filed 2026-11-03
LPL Financial LLC
INCREASED
Shares3,319,036 from 3,203,334
Change+115,702 (+4%)
Value$275.1M (-$31.5M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares2,939,976 from 2,766,994
Change+172,982 (+6%)
Value$243.7M (-$21.1M)
Filed 2026-11-05
Barclays PLC
INCREASED
Shares2,917,670 from 2,701,178
Change+216,492 (+8%)
Value$241.8M (-$16.7M)
Filed 2026-11-06
Mawer Investment Management Ltd.
DECREASED
Shares2,809,817 from 3,023,312
Change-213,495 (-7%)
Value$232.9M (-$56.5M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares2,791,209 from 2,753,892
Change+37,317 (+1%)
Value$231.4M (-$32.2M)
Filed 2026-11-04
Deutsche Bank Ag\
DECREASED
Shares2,773,067 from 2,955,110
Change-182,043 (-6%)
Value$229.9M (-$53.0M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares2,430,312 from 2,492,383
Change-62,071 (-2%)
Value$201.4M (-$37.1M)
Filed 2026-10-29
Citigroup Inc
DECREASED
Shares2,374,330 from 2,464,771
Change-90,441 (-4%)
Value$196.8M (-$39.1M)
Filed 2026-11-04
Assenagon Asset Management S.A.
INCREASED
Shares2,067,040 from 605,409
Change+1,461,631 (+241%)
Value$171.3M (+$113.4M)
Filed 2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares1,847,794 from 1,796,076
Change+51,718 (+3%)
Value$153.2M (-$18.7M)
Filed 2026-11-03
Duff & Phelps Investment Management Co
INCREASED
Shares1,401,063 from 1,066,805
Change+334,258 (+31%)
Value$116.1M (+$14.0M)
Filed 2026-11-06
Principal Financial Group Inc
DECREASED
Shares1,333,232 from 1,462,913
Change-129,681 (-9%)
Value$110.5M (-$29.5M)
Filed 2026-11-02
Confluence Investment Management LLC
DECREASED
Shares1,315,100 from 1,370,593
Change-55,493 (-4%)
Value$109.0M (-$22.2M)
Filed 2026-10-01
Russell Investments Group, Ltd.
DECREASED
Shares1,117,704 from 1,168,322
Change-50,618 (-4%)
Value$92.7M (-$19.2M)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares930,467 from 971,161
Change-40,694 (-4%)
Value$77.1M (-$15.8M)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares815,105 from 873,978
Change-58,873 (-7%)
Value$67.6M (-$16.1M)
Filed 2026-11-02
Welch Group, LLC
INCREASED
Shares798,749 from 787,841
Change+10,908 (+1%)
Value$66.2M (-$9.2M)
Filed 2026-10-29
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares765,144 from 746,107
Change+19,037 (+3%)
Value$63.5M (-$8.1M)
Filed 2026-10-29
New York State Teachers Retirement System
DECREASED
Shares759,224 from 779,399
Change-20,175 (-3%)
Value$62.9K (-$74.5M)
Filed 2026-10-22
Capital Investment Advisors, LLC
INCREASED
Shares686,172 from 648,573
Change+37,599 (+6%)
Value$56.9M (-$5.2M)
Filed 2026-10-22
Fort Washington Investment Advisors Inc
INCREASED
Shares660,628 from 651,760
Change+8,868 (+1%)
Value$54.8M (-$7.6M)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares651,173 from 570,498
Change+80,675 (+14%)
Value$54.3M (+$605.8K)
Filed 2026-10-13
Old Republic International Corp
DECREASED
Shares635,400 from 711,900
Change-76,500 (-11%)
Value$52.7K (-$15.5K)
Filed 2026-10-26
Vaughan David Investments LLC
INCREASED
Shares596,354 from 590,329
Change+6,025 (+1%)
Value$49.4K (-$56.5M)
Filed 2026-11-05
Creative Planning
DECREASED
Shares595,645 from 625,306
Change-29,661 (-5%)
Value$49.4M (-$10.5M)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares564,287 from 555,870
Change+8,417 (+2%)
Value$46.8M (-$6.4M)
Filed 2026-11-06
Asset Management One Co., Ltd.
INCREASED
Shares539,204 from 527,081
Change+12,123 (+2%)
Value$44.7M (-$5.8M)
Filed 2026-10-27
OpenArc Corporate Advisory, LLC
INCREASED
Shares508,301 from 504,412
Change+3,889 (+1%)
Value$42.1M (-$6.1M)
Filed 2026-10-21
CIBC Asset Management Inc
INCREASED
Shares492,617 from 478,067
Change+14,550 (+3%)
Value$40.8M (-$4.9M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares483,090 from 477,447
Change+5,643 (+1%)
Value$40.0K (-$45.7M)
Filed 2026-11-02
Sterling Capital Management LLC
DECREASED
Shares465,069 from 484,710
Change-19,641 (-4%)
Value$38.5M (-$7.8M)
Filed 2026-10-22
MacKenzie Financial Corp
INCREASED
Shares447,594 from 430,935
Change+16,659 (+4%)
Value$37.1M (-$4.1M)
Filed 2026-11-02
Nexus Investment Management ULC
NEW
Shares434,205
Change+434,205
Value$36.0M
Filed 2026-10-27
US Bancorp \de\
DECREASED
Shares410,331 from 413,755
Change-3,424 (-1%)
Value$34.0M (-$5.6M)
Filed 2026-11-05
Virginia Retirement Systems ET Al
INCREASED
Shares392,719 from 343,619
Change+49,100 (+14%)
Value$32.6M (-$335.3K)
Filed 2026-10-28
Cambiar Investors LLC
NEW
Shares376,592
Change+376,592
Value$31.2M
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED
Shares374,989 from 372,809
Change+2,180 (+1%)
Value$31.3M (-$4.2M)
Filed 2026-11-04
IFM Investors Pty Ltd
INCREASED
Shares367,357 from 331,715
Change+35,642 (+11%)
Value$30.5M (-$1.3M)
Filed 2026-10-14
Cahaba Wealth Management, Inc.
DECREASED
Shares365,630 from 373,857
Change-8,227 (-2%)
Value$30.3M (-$5.5M)
Filed 2026-10-26
State of New Jersey Common Pension Fund D
UNCHANGED
Shares364,593 from 364,593
Change0 (0%)
Value$30.2M (-$4.7M)
Filed 2026-11-05
Southern Financial Group, LLC
DECREASED
Shares360,304 from 366,432
Change-6,128 (-2%)
Value$29.9M (-$5.2M)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares353,618 from 329,023
Change+24,595 (+7%)
Value$29.3M (-$2.2M)
Filed 2026-11-02
GW Henssler & Associates LTD
INCREASED
Shares345,679 from 343,576
Change+2,103 (+1%)
Value$28.7M (-$4.2M)
Filed 2026-10-26
Czech National Bank
INCREASED
Shares330,527 from 320,873
Change+9,654 (+3%)
Value$27.4M (-$3.3M)
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares324,702 from 333,428
Change-8,726 (-3%)
Value$26.9M (-$5.0M)
Filed 2026-11-05
Swiss Life Asset Management Ltd
INCREASED
Shares321,818 from 250,850
Change+70,968 (+28%)
Value$26.7M (+$2.7M)
Filed 2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares315,503 from 310,423
Change+5,080 (+2%)
Value$26.2M (-$3.6M)
Filed 2026-11-03
Crossmark Global Holdings, Inc.
INCREASED
Shares315,333 from 302,533
Change+12,800 (+4%)
Value$26.1M (-$2.8M)
Filed 2026-10-21
Arizona State Retirement System
INCREASED
Shares313,225 from 312,805
Change+420 (+0%)
Value$26.0M (-$4.0M)
Filed 2026-11-03
Arbejdsmarkedets Tillaegspension
DECREASED
Shares292,300 from 304,100
Change-11,800 (-4%)
Value$24.2M (-$4.9M)
Filed 2026-10-30
State of Michigan Retirement System
INCREASED
Shares289,023 from 288,623
Change+400 (+0%)
Value$24.0M (-$3.7M)
Filed 2026-10-27
Hennessy Advisors Inc
INCREASED
Shares271,100 from 263,900
Change+7,200 (+3%)
Value$22.5M (-$2.8M)
Filed 2026-10-28
Savant Capital, LLC
DECREASED
Shares264,124 from 447,836
Change-183,712 (-41%)
Value$21.9M (-$21.1M)
Filed 2026-11-06
DekaBank Deutsche Girozentrale
INCREASED
Shares262,726 from 184,531
Change+78,195 (+42%)
Value$22.0K (-$17.8M)
Filed 2026-10-27
Illinois Municipal Retirement Fund
DECREASED
Shares249,702 from 255,702
Change-6,000 (-2%)
Value$20.7M (-$3.8M)
Filed 2026-11-05
Strs Ohio
DECREASED
Shares243,094 from 260,196
Change-17,102 (-7%)
Value$20.2M (-$4.8M)
Filed 2026-10-30
Allworth Financial LP
INCREASED
Shares241,798 from 171,520
Change+70,278 (+41%)
Value$23.1M (+$6.7M)
Filed 2026-11-06
Retirement Systems of Alabama
INCREASED
Shares241,241 from 236,820
Change+4,421 (+2%)
Value$20.0M (-$2.7M)
Filed 2026-11-04
Richard C. Young & Co., Ltd.
INCREASED
Shares229,149 from 228,454
Change+695 (+0%)
Value$19.0M (-$2.9M)
Filed 2026-11-04
Midwest Trust Co
INCREASED
Shares224,230 from 223,296
Change+934 (+0%)
Value$18.6M (-$2.8M)
Filed 2026-10-22
Xponance LLC
INCREASED
Shares222,841 from 202,934
Change+19,907 (+10%)
Value$18.5M (-$951.5K)
Filed 2026-11-03
CWA Asset Management Group, LLC
INCREASED
Shares219,702 from 214,338
Change+5,364 (+3%)
Value$18.2M (-$2.3M)
Filed 2026-10-19
Calamos Wealth Management LLC
DECREASED
Shares213,083 from 219,644
Change-6,561 (-3%)
Value$17.7M (-$3.4M)
Filed 2026-11-02
Daiwa Securities Group Inc.
INCREASED
Shares212,244 from 208,893
Change+3,351 (+2%)
Value$17.6M (-$2.4M)
Filed 2026-10-29
Neos Investment Management LLC
INCREASED
Shares209,812 from 180,235
Change+29,577 (+16%)
Value$17.4M (+$141.0K)
Filed 2026-11-04
First Horizon Corp
INCREASED
Shares207,204 from 201,289
Change+5,915 (+3%)
Value$17.2M (-$2.1M)
Filed 2026-10-26
HB Wealth Management, LLC
DECREASED
Shares207,125 from 210,104
Change-2,979 (-1%)
Value$17.2M (-$2.9M)
Filed 2026-10-23
Rakuten Investment Management, Inc.
INCREASED
Shares204,978 from 184,383
Change+20,595 (+11%)
Value$17.1M (-$733.6K)
Filed 2026-10-30
Carnegie Investment Counsel
DECREASED
Shares202,969 from 207,587
Change-4,618 (-2%)
Value$16.8M (-$3.0M)
Filed 2026-10-20
Regions Financial Corp
INCREASED
Shares201,771 from 187,671
Change+14,100 (+8%)
Value$16.7M (-$1.2M)
Filed 2026-11-05
Florida Trust Wealth Management Co
DECREASED
Shares197,416 from 203,535
Change-6,119 (-3%)
Value$16.4M (-$3.1M)
Filed 2026-11-05
Calamos Advisors LLC
INCREASED
Shares197,008 from 193,077
Change+3,931 (+2%)
Value$16.3M (-$2.1M)
Filed 2026-11-02
Amalgamated Bank
DECREASED
Shares196,451 from 197,480
Change-1,029 (-1%)
Value$16.3K (-$18.9M)
Filed 2026-10-23
iA Global Asset Management Inc.
UNCHANGED
Shares186,800 from 186,800
Change0 (0%)
Value$15.5K (-$17.9M)
Filed 2026-10-29
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares186,300 from 192,080
Change-5,780 (-3%)
Value$15.4M (-$2.9M)
Filed 2026-10-19
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares184,055 from 174,450
Change+9,605 (+6%)
Value$15.3M (-$1.4M)
Filed 2026-10-20
Nichols & Pratt Advisers LLP
DECREASED
Shares183,588 from 186,389
Change-2,801 (-1%)
Value$15.3M (-$2.5M)
Filed 2026-10-13
ProShare Advisors LLC
INCREASED
Shares181,376 from 178,902
Change+2,474 (+1%)
Value$15.0M (-$2.1M)
Filed 2026-10-29
State of Alaska, Department of Revenue
INCREASED
Shares178,471 from 110,455
Change+68,016 (+62%)
Value$14.8K (-$10.6M)
Filed 2026-10-15
Lido Advisors, LLC
INCREASED
Shares172,185 from 163,484
Change+8,701 (+5%)
Value$14.3M (-$1.4M)
Filed 2026-11-04
Natixis
NEW
Shares170,746
Change+170,746
Value$14.2M
Filed 2026-11-06
Eurizon Capital SGR S.p.A.
DECREASED
Shares167,329 from 192,106
Change-24,777 (-13%)
Value$13.9M (-$4.6M)
Filed 2026-11-06
Brookstone Capital Management
DECREASED
Shares164,888 from 176,901
Change-12,013 (-7%)
Value$13.7M (-$3.3M)
Filed 2026-10-22
Stackstone Wealth, LLC
NEW
Shares162,642
Change+162,642
Value$13.5M
Filed 2026-10-19
New York Life Investment Management LLC
INCREASED
Shares159,941 from 157,040
Change+2,901 (+2%)
Value$13.3M (-$1.8M)
Filed 2026-11-04
Kanawha Capital Management LLC
INCREASED
Shares142,019 from 135,332
Change+6,687 (+5%)
Value$11.8M (-$1.2M)
Filed 2026-10-19
Oregon Public Employees Retirement Fund
INCREASED
Shares141,468 from 138,618
Change+2,850 (+2%)
Value$11.7M (-$1.5M)
Filed 2026-10-30
UniSuper Management Pty Ltd
INCREASED
Shares141,264 from 122,164
Change+19,100 (+16%)
Value$11.7M (+$17.1K)
Filed 2026-10-26
Advisors Management Group Inc
DECREASED
Shares139,754 from 139,926
Change-172 (0%)
Value$11.6K (-$13.4M)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares139,101 from 133,520
Change+5,581 (+4%)
Value$11.5M (-$1.3M)
Filed 2026-10-08
Jamison Private Wealth Management, Inc.
INCREASED
Shares136,394 from 134,208
Change+2,186 (+2%)
Value$11.3M (-$1.5M)
Filed 2026-10-14
Yousif Capital Management, LLC
INCREASED
Shares136,257 from 133,258
Change+2,999 (+2%)
Value$11.3M (-$1.5M)
Filed 2026-10-22
Atria Investments, Inc
INCREASED
Shares135,677 from 113,465
Change+22,212 (+20%)
Value$11.2M (+$386.5K)
Filed 2026-10-15
Keybank National Association
DECREASED
Shares131,488 from 132,245
Change-757 (-1%)
Value$10.9M (-$1.8M)
Filed 2026-11-04
Visionary Wealth Advisors
INCREASED
Shares131,086 from 112,104
Change+18,982 (+17%)
Value$10.9M (+$136.2K)
Filed 2026-11-04
First Fiduciary Investment Counsel, Inc.
INCREASED
Shares130,614 from 93,367
Change+37,247 (+40%)
Value$10.8K (-$8.9M)
Filed 2026-10-27
Pinnacle Associates LTD
DECREASED
Shares129,396 from 130,520
Change-1,124 (-1%)
Value$10.7M (-$1.8M)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares126,880 from 114,295
Change+12,585 (+11%)
Value$10.5M (-$422.2K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares125,295 from 115,357
Change+9,938 (+9%)
Value$10.4M (-$655.1K)
Filed 2026-10-16
KBC Group NV
INCREASED
Shares124,059 from 118,477
Change+5,582 (+5%)
Value$10.3K (-$11.3M)
Filed 2026-10-22
Foster Victor Wealth Advisors, LLC
INCREASED
Shares122,738 from 105,818
Change+16,920 (+16%)
Value$11.0M (+$802.5K)
Filed 2026-10-21
Fisher Asset Management, LLC
INCREASED
Shares122,305 from 117,458
Change+4,847 (+4%)
Value$10.1M (-$1.1M)
Filed 2026-11-06
Davenport & Co LLC
DECREASED
Shares119,737 from 126,554
Change-6,817 (-5%)
Value$9.9M (-$2.2M)
Filed 2026-10-14
RWC Asset Management LLP
INCREASED
Shares118,259 from 107,737
Change+10,522 (+10%)
Value$9.8M (-$509.0K)
Filed 2026-10-22
Advocate Group LLC
INCREASED
Shares118,007 from 101,592
Change+16,415 (+16%)
Value$9.8M (+$58.3K)
Filed 2026-10-19
Mutual of America Capital Management LLC
INCREASED
Shares117,661 from 116,162
Change+1,499 (+1%)
Value$9.8M (-$1.4M)
Filed 2026-10-23
Bell Bank
DECREASED
Shares116,905 from 140,136
Change-23,231 (-17%)
Value$9.7M (-$3.7M)
Filed 2026-10-21
Fairvoy Private Wealth, LLC
INCREASED
Shares115,426 from 115,261
Change+165 (+0%)
Value$9.6M (-$1.5M)
Filed 2026-10-19
King Luther Capital Management Corp
DECREASED
Shares113,391 from 115,736
Change-2,345 (-2%)
Value$9.4M (-$1.7M)
Filed 2026-11-05
Cornerstone Wealth Group, LLC
INCREASED
Shares113,337 from 108,936
Change+4,401 (+4%)
Value$9.4M (-$1.0M)
Filed 2026-11-02
ARS Wealth Advisors Group, LLC
INCREASED
Shares111,582 from 110,226
Change+1,356 (+1%)
Value$9.2M (-$1.3M)
Filed 2026-10-16
Nykredit A/S
INCREASED
Shares111,266 from 108,591
Change+2,675 (+2%)
Value$9.2M (-$1.2M)
Filed 2026-11-06
RFG Advisory, LLC
DECREASED
Shares109,376 from 112,668
Change-3,292 (-3%)
Value$9.1M (-$1.7M)
Filed 2026-11-03
D.A. Davidson & Co.
INCREASED
Shares108,726 from 107,859
Change+867 (+1%)
Value$9.0M (-$1.3M)
Filed 2026-10-28
Level Four Advisory Services, LLC
DECREASED
Shares107,792 from 109,666
Change-1,874 (-2%)
Value$8.9M (-$1.6M)
Filed 2026-11-06
Uhlmann Price Securities, LLC
DECREASED
Shares107,283 from 107,541
Change-258 (0%)
Value$8.9M (-$1.4M)
Filed 2026-11-03
Rockland Trust Co
DECREASED
Shares106,879 from 108,723
Change-1,844 (-2%)
Value$8.9M (-$1.5M)
Filed 2026-10-05
Cullinan Associates Inc
INCREASED
Shares106,795 from 102,972
Change+3,823 (+4%)
Value$8.9M (-$1.0M)
Filed 2026-11-03
Thrivent Financial for Lutherans
INCREASED
Shares103,936 from 99,730
Change+4,206 (+4%)
Value$8.6K (-$9.5M)
Filed 2026-11-05
Associated Banc-Corp
DECREASED
Shares103,046 from 109,291
Change-6,245 (-6%)
Value$8.5M (-$1.9M)
Filed 2026-10-30
ABN Amro Investment Solutions
INCREASED
Shares100,358 from 77,759
Change+22,599 (+29%)
Value$8.3M (+$876.4K)
Filed 2026-10-21
Principle Wealth Partners LLC
DECREASED
Shares100,150 from 100,553
Change-403 (0%)
Value$8.3M (-$1.3M)
Filed 2026-11-02
Tctc Holdings, LLC
DECREASED
Shares99,264 from 101,126
Change-1,862 (-2%)
Value$8.2M (-$1.5M)
Filed 2026-11-02
Mather Group, Llc.
INCREASED
Shares98,579 from 61,866
Change+36,713 (+59%)
Value$8.2M (+$2.2M)
Filed 2026-10-14
Nisa Investment Advisors, LLC
DECREASED
Shares97,797 from 121,565
Change-23,768 (-20%)
Value$8.1M (-$3.5M)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
INCREASED
Shares95,583 from 89,321
Change+6,262 (+7%)
Value$7.9M (-$626.0K)
Filed 2026-10-13
AM Investment Strategies LLC
DECREASED
Shares94,278 from 97,708
Change-3,430 (-4%)
Value$7.8K (-$1.5K)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED
Shares93,759 from 93,411
Change+348 (+0%)
Value$7.8M (-$1.2M)
Filed 2026-11-05
Chronos Wealth Management, LLC
INCREASED
Shares91,268 from 90,154
Change+1,114 (+1%)
Value$7.6M (-$1.1M)
Filed 2026-10-20
Sky Investment Group LLC
INCREASED
Shares90,691 from 85,563
Change+5,128 (+6%)
Value$7.5M (-$671.9K)
Filed 2026-10-30
Gulf International Bank (UK) Ltd
UNCHANGED
Shares89,210 from 89,210
Change0 (0%)
Value$7.4K (-$8.5M)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares85,754 from 78,168
Change+7,586 (+10%)
Value$7.1M (-$373.3K)
Filed 2026-11-05
Blue Trust, Inc.
DECREASED
Shares83,514 from 87,376
Change-3,862 (-4%)
Value$6.9M (-$1.4M)
Filed 2026-10-15
TD Waterhouse Canada Inc.
DECREASED
Shares83,435 from 84,741
Change-1,306 (-2%)
Value$7.0M (-$1.1M)
Filed 2026-10-16
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares83,204 from 55,831
Change+27,373 (+49%)
Value$6.9M (+$1.6M)
Filed 2026-11-04
Vise Technologies, Inc.
DECREASED
Shares81,022 from 84,267
Change-3,245 (-4%)
Value$6.7M (-$1.3M)
Filed 2026-10-29
Parkside Investments, LLC
DECREASED
Shares80,300 from 81,310
Change-1,010 (-1%)
Value$6.7M (-$1.1M)
Filed 2026-10-20
Marietta Wealth Management, LLC
INCREASED
Shares80,166 from 77,714
Change+2,452 (+3%)
Value$7.2M (-$272.8K)
Filed 2026-10-22
Cushing Asset Management, LP dba NXG Investment Management
UNCHANGED
Shares80,000 from 80,000
Change0 (0%)
Value$6.6M (-$1.0M)
Filed 2026-10-26
Griffith & Werner, Inc.
INCREASED
Shares79,527 from 68,491
Change+11,036 (+16%)
Value$6.6M (+$37.0K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares79,369 from 75,860
Change+3,509 (+5%)
Value$6.6M (-$681.6K)
Filed 2026-11-06
Alps Advisors Inc
INCREASED
Shares78,303 from 77,977
Change+326 (+0%)
Value$6.5M (-$972.6K)
Filed 2026-11-03
Naples Global Advisors, LLC
INCREASED
Shares77,467 from 77,465
Change+2 (0%)
Value$6.4M (-$993.0K)
Filed 2026-11-05
Central Trust Co
DECREASED
Shares77,412 from 79,471
Change-2,059 (-3%)
Value$6.4M (-$1.2M)
Filed 2026-11-05
Coston, McIsaac & Partners
INCREASED
Shares76,758 from 76,737
Change+21 (+0%)
Value$6.4M (-$939.5K)
Filed 2026-11-06
Aull & Monroe Investment Management Corp
DECREASED
Shares76,426 from 78,384
Change-1,958 (-2%)
Value$6.3M (-$1.2M)
Filed 2026-10-16
Albion Financial Group
DECREASED
Shares76,161 from 76,979
Change-818 (-1%)
Value$6.3M (-$1.1M)
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED
Shares75,552 from 74,037
Change+1,515 (+2%)
Value$6.3M (-$823.6K)
Filed 2026-10-23
City Holding Co
DECREASED
Shares75,077 from 75,121
Change-44 (0%)
Value$6.2M (-$967.4K)
Filed 2026-10-19
Nicholas Hoffman & Company, Llc.
INCREASED
Shares73,574 from 73,433
Change+141 (+0%)
Value$6.1M (-$929.8K)
Filed 2026-10-30
Edgemoor Investment Advisors, Inc.
DECREASED
Shares73,470 from 75,202
Change-1,732 (-2%)
Value$6.1M (-$1.1M)
Filed 2026-11-03
AGF Management LTD
INCREASED
Shares73,000 from 65,491
Change+7,509 (+11%)
Value$6.1M (-$217.2K)
Filed 2026-11-03
Telos Capital Management, Inc.
INCREASED
Shares72,813 from 72,511
Change+302 (+0%)
Value$6.0M (-$904.5K)
Filed 2026-11-02
Baugh & Associates, LLC
INCREASED
Shares72,668 from 51,696
Change+20,972 (+41%)
Value$5.3M (+$357.9K)
Filed 2026-10-16
Bfsg, LLC
DECREASED
Shares72,519 from 74,241
Change-1,722 (-2%)
Value$6.0M (-$1.1M)
Filed 2026-10-30
Towne Trust Company, N.a
INCREASED
Shares72,517 from 71,817
Change+700 (+1%)
Value$6.0M (-$862.7K)
Filed 2026-10-28
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares72,102 from 159,767
Change-87,665 (-55%)
Value$6.0M (-$9.3M)
Filed 2026-10-14
Community Bank & Trust, Waco, Texas
INCREASED
Shares71,862 from 66,124
Change+5,738 (+9%)
Value$6.0K (-$6.3M)
Filed 2026-10-19
StoneX Group Inc.
INCREASED
Shares71,583 from 69,316
Change+2,267 (+3%)
Value$5.9M (-$695.4K)
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares71,396 from 66,365
Change+5,031 (+8%)
Value$5.9M (-$433.8K)
Filed 2026-10-26
Carson Advisory Inc.
INCREASED
Shares71,250 from 70,389
Change+861 (+1%)
Value$5.9M (-$831.0K)
Filed 2026-11-06
Prospera Financial Services Inc
DECREASED
Shares71,059 from 75,197
Change-4,138 (-5%)
Value$6.7M (-$538.4K)
Filed 2026-11-04
Carret Asset Management, LLC
DECREASED
Shares70,513 from 70,593
Change-80 (0%)
Value$5.8M (-$911.6K)
Filed 2026-11-04
Money Concepts Capital Corp
INCREASED
Shares70,325 from 65,863
Change+4,462 (+7%)
Value$5.8M (-$474.6K)
Filed 2026-11-06
Maryland State Retirement & Pension System
INCREASED
Shares70,242 from 60,208
Change+10,034 (+17%)
Value$5.8M (+$59.9K)
Filed 2026-11-05
Thompson Siegel & Walmsley LLC
DECREASED
Shares69,434 from 89,734
Change-20,300 (-23%)
Value$5.8K (-$8.6M)
Filed 2026-11-05
First Premier Bank
DECREASED
Shares68,681 from 71,467
Change-2,786 (-4%)
Value$5.7K (-$1.1K)
Filed 2026-10-13
Csenge Advisory Group
INCREASED
Shares68,086 from 61,500
Change+6,586 (+11%)
Value$5.6M (-$242.5K)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares67,401 from 69,971
Change-2,570 (-4%)
Value$5.6M (-$1.1M)
Filed 2026-10-05
Woodstock Corp
INCREASED
Shares67,326 from 65,705
Change+1,621 (+2%)
Value$5.6M (-$708.0K)
Filed 2026-10-13
Portman Square Capital LLP
INCREASED
Shares66,734 from 61,789
Change+4,945 (+8%)
Value$5.5M (-$382.2K)
Filed 2026-10-15
Globalt Investments LLC / GA
DECREASED
Shares66,238 from 68,386
Change-2,148 (-3%)
Value$5.5M (-$1.1M)
Filed 2026-10-27
Pinkerton Wealth, LLC
INCREASED
Shares65,753 from 62,356
Change+3,397 (+5%)
Value$5.5M (-$568.3K)
Filed 2026-10-29
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares64,715 from 64,390
Change+325 (+1%)
Value$5.4M (-$798.5K)
Filed 2026-10-09
Verdence Capital Advisors LLC
INCREASED
Shares63,702 from 25,643
Change+38,059 (+148%)
Value$5.3M (+$2.8M)
Filed 2026-10-26
Capital Investment Counsel, LLC
INCREASED
Shares63,488 from 62,852
Change+636 (+1%)
Value$5.3M (-$753.1K)
Filed 2026-10-14
Signaturefd, LLC
DECREASED
Shares62,833 from 63,528
Change-695 (-1%)
Value$5.2M (-$872.0K)
Filed 2026-10-23
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares62,722 from 50,652
Change+12,070 (+24%)
Value$5.2M (+$351.1K)
Filed 2026-11-05
True Freedom Investing, LLC
INCREASED
Shares62,701 from 58,431
Change+4,270 (+7%)
Value$5.2M (-$442.5K)
Filed 2026-10-29
Apollon Wealth Management, LLC
DECREASED
Shares62,357 from 65,680
Change-3,323 (-5%)
Value$5.2M (-$1.1M)
Filed 2026-10-23
Vest Financial, LLC
DECREASED
Shares62,055 from 62,762
Change-707 (-1%)
Value$5.1M (-$863.2K)
Filed 2026-10-21
Moors & Cabot, Inc.
INCREASED
Shares61,923 from 61,102
Change+821 (+1%)
Value$5.1M (-$715.2K)
Filed 2026-11-06
Hartford Investment Management Co
DECREASED
Shares61,664 from 62,297
Change-633 (-1%)
Value$5.1M (-$851.1K)
Filed 2026-11-04
MGO One Seven LLC
INCREASED
Shares61,478 from 59,195
Change+2,283 (+4%)
Value$5.1M (-$569.6K)
Filed 2026-10-28
Lockheed Martin Investment Management Co
DECREASED
Shares61,360 from 138,590
Change-77,230 (-56%)
Value$5.1M (-$8.2M)
Filed 2026-11-04
Prime Capital Investment Advisors, LLC
INCREASED
Shares57,375 from 44,967
Change+12,408 (+28%)
Value$4.8M (+$452.0K)
Filed 2026-10-20
United Bank
INCREASED
Shares56,961 from 56,481
Change+480 (+1%)
Value$4.7M (-$684.3K)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
INCREASED
Shares56,645 from 50,770
Change+5,875 (+12%)
Value$4.7M (-$163.8K)
Filed 2026-10-21
Tokio Marine Asset Management Co LTD
INCREASED
Shares56,606 from 55,450
Change+1,156 (+2%)
Value$4.7M (-$615.0K)
Filed 2026-10-26
Louisiana State Employees Retirement System
DECREASED
Shares56,600 from 57,600
Change-1,000 (-2%)
Value$4.7M (-$821.3K)
Filed 2026-10-20
Virginia Wealth Management Group, Inc.
INCREASED
Shares56,349 from 55,890
Change+459 (+1%)
Value$4.7M (-$678.4K)
Filed 2026-10-14
Choreo, LLC
INCREASED
Shares55,655 from 54,018
Change+1,637 (+3%)
Value$4.6M (-$556.8K)
Filed 2026-10-28
Oakworth Capital, Inc.
INCREASED
Shares55,617 from 51,599
Change+4,018 (+8%)
Value$4.6M (-$311.5K)
Filed 2026-10-26
Goelzer Investment Management, Inc.
DECREASED
Shares55,210 from 56,100
Change-890 (-2%)
Value$4.6M (-$793.0K)
Filed 2026-10-16
Meridian Wealth Management, LLC
DECREASED
Shares55,176 from 55,960
Change-784 (-1%)
Value$4.6M (-$782.4K)
Filed 2026-11-05
Fideuram Asset Management (Ireland) dac
DECREASED
Shares55,168 from 55,253
Change-85 (0%)
Value$5.2M (-$77.1K)
Filed 2026-10-29
New Mexico Educational Retirement Board
UNCHANGED
Shares54,787 from 54,787
Change0 (0%)
Value$4.5K (-$5.2M)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
INCREASED
Shares53,658 from 52,506
Change+1,152 (+2%)
Value$4.4M (-$576.1K)
Filed 2026-10-22
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares52,245 from 51,586
Change+659 (+1%)
Value$4.3K (-$4.9M)
Filed 2026-10-22
Greatmark Investment Partners, Inc.
INCREASED
Shares52,018 from 51,872
Change+146 (+0%)
Value$4.3M (-$652.9K)
Filed 2026-10-28
Hengehold Capital Management LLC
INCREASED
Shares51,756 from 50,767
Change+989 (+2%)
Value$4.3M (-$568.9K)
Filed 2026-10-16
Montag A & Associates Inc
INCREASED
Shares51,584 from 51,496
Change+88 (+0%)
Value$4.3M (-$652.9K)
Filed 2026-10-29
Eastern Bank
UNCHANGED
Shares51,165 from 51,165
Change0 (0%)
Value$4.2M (-$655.9K)
Filed 2026-10-05
HF Advisory Group, LLC
INCREASED
Shares49,363 from 44,799
Change+4,564 (+10%)
Value$4.1M (-$196.0K)
Filed 2026-10-09
Apollon Financial, LLC
INCREASED
Shares48,786 from 48,690
Change+96 (+0%)
Value$4.0M (-$616.3K)
Filed 2026-10-23
Diversified Enterprises, LLC
INCREASED
Shares48,347 from 47,958
Change+389 (+1%)
Value$4.0M (-$582.6K)
Filed 2026-10-19
Kentucky Trust Co
DECREASED
Shares47,961 from 48,616
Change-655 (-1%)
Value$4.0M (-$677.6K)
Filed 2026-10-15
Clearstead Advisors, LLC
DECREASED
Shares47,292 from 51,598
Change-4,306 (-8%)
Value$3.9M (-$1.0M)
Filed 2026-11-06
Exchange Traded Concepts, LLC
INCREASED
Shares46,595 from 31,725
Change+14,870 (+47%)
Value$3.9M (+$825.9K)
Filed 2026-10-28
Jefferies Financial Group Inc.
INCREASED
Shares46,595 from 37,233
Change+9,362 (+25%)
Value$3.9M (+$298.7K)
Filed 2026-11-05
Bailard, Inc.
DECREASED
Shares46,098 from 46,852
Change-754 (-2%)
Value$3.8M (-$663.1K)
Filed 2026-10-13
Great Lakes Retirement, Inc.
INCREASED
Shares45,679 from 44,148
Change+1,531 (+3%)
Value$3.8M (-$439.1K)
Filed 2026-10-26
Pathway Financial Advisers, LLC
INCREASED
Shares45,412 from 45,111
Change+301 (+1%)
Value$3.8M (-$553.4K)
Filed 2026-10-27
Aberdeen Group plc
DECREASED
Shares44,783 from 199,434
Change-154,651 (-78%)
Value$2.8M (-$16.3M)
Filed 2026-11-06
RED Cedar Investment Management, LLC
UNCHANGED
Shares44,607 from 44,607
Change0 (0%)
Value$3.7M (-$571.9K)
Filed 2026-11-04
Plan Group Financial, LLC
INCREASED
Shares43,871 from 37,485
Change+6,386 (+17%)
Value$4.0M (+$391.9K)
Filed 2026-10-22
MTM Investment Management, LLC
INCREASED
Shares43,727 from 43,669
Change+58 (+0%)
Value$3.6M (-$555.0K)
Filed 2026-10-30
Laurel Wealth Advisors LLC
DECREASED
Shares43,354 from 45,674
Change-2,320 (-5%)
Value$3.6M (-$777.8K)
Filed 2026-10-27
Robbins Farley
INCREASED
Shares42,669 from 42,424
Change+245 (+1%)
Value$3.5M (-$523.6K)
Filed 2026-10-21
Buckhead Capital Management LLC
DECREASED
Shares41,908 from 42,476
Change-568 (-1%)
Value$3.5M (-$591.6K)
Filed 2026-11-03
Palisade Asset Management, LLC
DECREASED
Shares41,757 from 42,092
Change-335 (-1%)
Value$3.5M (-$567.4K)
Filed 2026-11-03
TrueWealth Advisors, LLC
INCREASED
Shares40,535 from 40,489
Change+46 (+0%)
Value$3.4M (-$515.3K)
Filed 2026-10-09
Fifth Third Wealth Advisors LLC
INCREASED
Shares40,092 from 38,052
Change+2,040 (+5%)
Value$3.3M (-$318.7K)
Filed 2026-10-22
Stonebridge Financial Group, LLC
INCREASED
Shares40,080 from 38,848
Change+1,232 (+3%)
Value$3.3M (-$395.9K)
Filed 2026-10-01
Simplicity Wealth,LLC
DECREASED
Shares39,899 from 43,287
Change-3,388 (-8%)
Value$3.3M (-$835.8K)
Filed 2026-10-23
Daymark Wealth Partners, LLC
DECREASED
Shares38,641 from 39,337
Change-696 (-2%)
Value$3.2M (-$561.9K)
Filed 2026-11-04
Miller Howard Investments Inc
INCREASED
Shares38,598 from 38,342
Change+256 (+1%)
Value$3.2M (-$470.3K)
Filed 2026-10-26
Vontobel Holding Ltd.
INCREASED
Shares38,433 from 21,247
Change+17,186 (+81%)
Value$3.2M (+$1.2M)
Filed 2026-10-16
Courier Capital LLC
INCREASED
Shares38,327 from 32,926
Change+5,401 (+16%)
Value$3.2M (+$25.6K)
Filed 2026-10-19
Sigma Planning Corp
DECREASED
Shares38,293 from 40,567
Change-2,274 (-6%)
Value$3.2M (-$708.2K)
Filed 2026-10-23
High Point Wealth Management, LLC
INCREASED
Shares37,862 from 37,339
Change+523 (+1%)
Value$3.1M (-$435.4K)
Filed 2026-11-05
First Bank & Trust
INCREASED
Shares37,856 from 37,464
Change+392 (+1%)
Value$3.1M (-$447.8K)
Filed 2026-10-19
UMB Bank, n.a.
DECREASED
Shares37,508 from 38,937
Change-1,429 (-4%)
Value$3.1M (-$617.6K)
Filed 2026-11-06
Family Legacy, Inc.
INCREASED
Shares37,208 from 36,742
Change+466 (+1%)
Value$3.1M (-$432.4K)
Filed 2026-10-13
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares36,533 from 38,708
Change-2,175 (-6%)
Value$3.0M (-$676.5K)
Filed 2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares36,137 from 36,314
Change-177 (0%)
Value$3.0M (-$480.2K)
Filed 2026-10-23
Wesbanco Bank Inc
DECREASED
Shares36,066 from 48,214
Change-12,148 (-25%)
Value$3.0M (-$1.6M)
Filed 2026-11-04
Canandaigua National Bank & Trust Co
DECREASED
Shares35,886 from 37,115
Change-1,229 (-3%)
Value$3.0M (-$577.7K)
Filed 2026-10-07
apricus wealth, LLC
INCREASED
Shares35,812 from 33,747
Change+2,065 (+6%)
Value$3.0M (-$261.5K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares35,805 from 35,414
Change+391 (+1%)
Value$3.0M (-$421.6K)
Filed 2026-10-16
First Citizens Bank & Trust Co
DECREASED
Shares35,648 from 51,279
Change-15,631 (-30%)
Value$3.0M (-$2.0M)
Filed 2026-10-14
Anchyra Partners LLC
DECREASED
Shares34,921 from 35,010
Change-89 (0%)
Value$2.9M (-$456.2K)
Filed 2026-10-13
Bison Wealth, LLC
INCREASED
Shares34,901 from 25,849
Change+9,052 (+35%)
Value$3.0M (+$556.6K)
Filed 2026-10-13
Praxis Investment Management Inc
UNCHANGED
Shares34,801 from 34,801
Change0 (0%)
Value$2.9K (-$3.3M)
Filed 2026-11-03
North Dakota State Investment Board
INCREASED
Shares34,799 from 32,765
Change+2,034 (+6%)
Value$2.9M (-$251.4K)
Filed 2026-10-27
Leelyn Smith, LLC
INCREASED
Shares34,750 from 33,748
Change+1,002 (+3%)
Value$2.9M (-$349.6K)
Filed 2026-11-03
Profund Advisors LLC
DECREASED
Shares34,491 from 35,297
Change-806 (-2%)
Value$2.9M (-$519.3K)
Filed 2026-10-29
Little House Capital LLC
INCREASED
Shares34,121 from 33,271
Change+850 (+3%)
Value$2.8M (-$356.0K)
Filed 2026-11-06
Citizens National Bank Trust Department
DECREASED
Shares34,035 from 37,347
Change-3,312 (-9%)
Value$2.8M (-$753.3K)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares33,878 from 27,639
Change+6,239 (+23%)
Value$2.8M (+$162.9K)
Filed 2026-10-21
Lantz Financial LLC
DECREASED
Shares33,629 from 33,998
Change-369 (-1%)
Value$2.8M (-$466.4K)
Filed 2026-10-15
Caldwell Trust Co
INCREASED
Shares33,523 from 31,311
Change+2,212 (+7%)
Value$2.8M (-$218.1K)
Filed 2026-10-30
Woodmont Investment Counsel LLC
INCREASED
Shares33,089 from 33,049
Change+40 (+0%)
Value$2.7M (-$420.4K)
Filed 2026-10-29
Shoker Investment Counsel, Inc.
INCREASED
Shares33,042 from 32,733
Change+309 (+1%)
Value$2.7M (-$394.0K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
INCREASED
Shares32,927 from 32,514
Change+413 (+1%)
Value$2.7M (-$382.6K)
Filed 2026-11-04
First National Trust Co
INCREASED
Shares32,648 from 32,103
Change+545 (+2%)
Value$2.7M (-$366.4K)
Filed 2026-10-28
Avantax Planning Partners, Inc.
DECREASED
Shares32,594 from 33,431
Change-837 (-2%)
Value$2.7M (-$498.0K)
Filed 2026-11-03
West Paces Advisors Inc.
DECREASED
Shares32,407 from 33,477
Change-1,070 (-3%)
Value$2.7M (-$517.9K)
Filed 2026-10-13
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares32,190 from 31,656
Change+534 (+2%)
Value$2.7M (-$361.6K)
Filed 2026-10-13
Banque Pictet & CIE SA
NEW
Shares32,186
Change+32,186
Value$2.7M
Filed 2026-10-16
Linden Thomas Advisory Services, LLC
INCREASED
Shares32,121 from 27,822
Change+4,299 (+15%)
Value$2.7M (-$334)
Filed 2026-10-19
Rockline Wealth Management, LLC
DECREASED
Shares32,025 from 32,810
Change-785 (-2%)
Value$2.7M (-$485.7K)
Filed 2026-10-26
KCM Investment Advisors LLC
DECREASED
Shares31,788 from 34,788
Change-3,000 (-9%)
Value$2.6M (-$694.6K)
Filed 2026-10-27
Legacy Financial Independent Advisors LLC
DECREASED
Shares31,545 from 32,657
Change-1,112 (-3%)
Value$2.6M (-$510.8K)
Filed 2026-11-02
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares31,526 from 31,624
Change-98 (0%)
Value$2.6M (-$413.5K)
Filed 2026-10-15
Glenview Trust Co
DECREASED
Shares31,302 from 34,739
Change-3,437 (-10%)
Value$2.6M (-$730.2K)
Filed 2026-10-28
Apella Capital, LLC
INCREASED
Shares31,256 from 28,968
Change+2,288 (+8%)
Value$2.7M (-$147.8K)
Filed 2026-10-08
Park Avenue Securities LLC
DECREASED
Shares31,019 from 43,388
Change-12,369 (-29%)
Value$2.6K (-$4.2M)
Filed 2026-10-26
Waters Parkerson & Co., LLC
DECREASED
Shares30,896 from 32,840
Change-1,944 (-6%)
Value$2.6M (-$582.1K)
Filed 2026-11-04
Ethic Inc.
DECREASED
Shares30,771 from 32,103
Change-1,332 (-4%)
Value$2.6M (-$521.9K)
Filed 2026-11-03
GAM Holding AG
DECREASED
Shares30,735 from 32,305
Change-1,570 (-5%)
Value$2.5M (-$544.3K)
Filed 2026-11-03
BIP Wealth, LLC
DECREASED
Shares30,512 from 31,963
Change-1,451 (-5%)
Value$2.5M (-$530.0K)
Filed 2026-10-22
Pullen Investment Management, LLC
INCREASED
Shares30,014 from 29,557
Change+457 (+2%)
Value$2.5M (-$341.0K)
Filed 2026-10-23
Securian Asset Management, Inc
DECREASED
Shares29,881 from 29,956
Change-75 (0%)
Value$2.5M (-$378.0K)
Filed 2026-11-06
Biltmore Family Office, LLC
INCREASED
Shares29,553 from 29,522
Change+31 (+0%)
Value$2.4M (-$375.9K)
Filed 2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares29,354 from 27,026
Change+2,328 (+9%)
Value$2.4K (-$2.6M)
Filed 2026-10-14
Machina Capital S.A.S.
NEW
Shares29,340
Change+29,340
Value$2.4M
Filed 2026-11-05
Cullen Investment Group, Ltd.
DECREASED
Shares29,190 from 36,892
Change-7,702 (-21%)
Value$2.5M (-$990.2K)
Filed 2026-10-13
Gamma Investing LLC
DECREASED
Shares29,066 from 30,705
Change-1,639 (-5%)
Value$2.4M (-$529.5K)
Filed 2026-10-08
Lineweaver Wealth Advisors, LLC
INCREASED
Shares28,995 from 25,615
Change+3,380 (+13%)
Value$2.4M (-$48.2K)
Filed 2026-10-13
Perigon Wealth Management, LLC
DECREASED
Shares28,808 from 34,256
Change-5,448 (-16%)
Value$2.4M (-$890.8K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED
Shares28,737 from 21,848
Change+6,889 (+32%)
Value$2.4M (+$291.0K)
Filed 2026-11-03
Bokf, NA
DECREASED
Shares28,461 from 28,580
Change-119 (0%)
Value$2.4M (-$376.3K)
Filed 2026-10-27
Citizens Financial Group Inc
DECREASED
Shares28,296 from 29,533
Change-1,237 (-4%)
Value$2.3M (-$481.2K)
Filed 2026-10-23
Equitable Trust Co
INCREASED
Shares28,144 from 27,472
Change+672 (+2%)
Value$2.3M (-$296.5K)
Filed 2026-10-13
Intact Investment Management Inc.
DECREASED
Shares28,080 from 32,100
Change-4,020 (-13%)
Value$2.3M (-$744.7K)
Filed 2026-11-03
Inman Jager Wealth Management, LLC
INCREASED
Shares28,004 from 27,530
Change+474 (+2%)
Value$2.3M (-$313.6K)
Filed 2026-11-05
Stolper Co
INCREASED
Shares27,920 from 27,617
Change+303 (+1%)
Value$2.3K (-$329)
Filed 2026-10-13
Rahlfs Capital, LLC
DECREASED
Shares27,865 from 27,895
Change-30 (0%)
Value$2.3M (-$360.1K)
Filed 2026-10-23
Hilltop National Bank
DECREASED
Shares27,795 from 28,558
Change-763 (-3%)
Value$2.3M (-$429.4K)
Filed 2026-10-14
AlphaCore Capital LLC
INCREASED
Shares27,656 from 23,061
Change+4,595 (+20%)
Value$2.3M (+$85.2K)
Filed 2026-11-04
Fulton Bank, N.A.
INCREASED
Shares27,274 from 26,987
Change+287 (+1%)
Value$2.3M (-$322.2K)
Filed 2026-10-14
Capital Square, LLC
INCREASED
Shares27,193 from 27,192
Change+1 (0%)
Value$2.3M (-$345.8K)
Filed 2026-10-19
Klein Pavlis & Peasley Financial, Inc.
INCREASED
Shares27,174 from 25,575
Change+1,599 (+6%)
Value$2.3M (-$195.3K)
Filed 2026-10-13
Greenleaf Trust
DECREASED
Shares26,953 from 28,986
Change-2,033 (-7%)
Value$2.2M (-$540.1K)
Filed 2026-10-29
ZWJ Investment Counsel Inc
INCREASED
Shares26,626 from 26,333
Change+293 (+1%)
Value$2.2M (-$313.3K)
Filed 2026-10-15
Argyle Capital Management, LLC
INCREASED
Shares26,496 from 26,321
Change+175 (+1%)
Value$2.2M (-$322.9K)
Filed 2026-10-28
Ascent Wealth Partners, LLC
INCREASED
Shares26,329 from 25,910
Change+419 (+2%)
Value$2.2M (-$297.4K)
Filed 2026-10-23
Reaves W H & Co Inc
INCREASED
Shares26,153 from 23,267
Change+2,886 (+12%)
Value$2.2M (-$59.1K)
Filed 2026-11-06
Mcrae Capital Management Inc
DECREASED
Shares26,141 from 27,137
Change-996 (-4%)
Value$2.2M (-$430.3K)
Filed 2026-10-15
Frank, Rimerman Advisors LLC
DECREASED
Shares26,107 from 26,339
Change-232 (-1%)
Value$2.2M (-$356.9K)
Filed 2026-10-16
Accurate Wealth Management, LLC
INCREASED
Shares26,079 from 23,699
Change+2,380 (+10%)
Value$2.3M (+$31.6K)
Filed 2026-10-20
Aprio Wealth Management, LLC
DECREASED
Shares25,931 from 26,127
Change-196 (-1%)
Value$2.1M (-$351.2K)
Filed 2026-10-28
John G Ullman & Associates Inc
UNCHANGED
Shares25,842 from 25,842
Change0 (0%)
Value$2.1M (-$331.3K)
Filed 2026-11-04
Castle Rock Wealth Management, LLC
NEW
Shares25,809
Change+25,809
Value$2.2M
Filed 2026-10-09
Advanced Asset Management Advisors Inc
UNCHANGED
Shares25,805 from 25,805
Change0 (0%)
Value$2.1M (-$330.8K)
Filed 2026-10-20
Schear Investment Advisers, LLC
NEW
Shares25,755
Change+25,755
Value$2.1M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares25,755 from 23,131
Change+2,624 (+11%)
Value$2.1M (-$79.1K)
Filed 2026-10-14
B. Metzler seel. Sohn & Co. AG
UNCHANGED
Shares25,656 from 25,656
Change0 (0%)
Value$2.1M (-$328.9K)
Filed 2026-10-30
Wealth Intelligence, LLC
INCREASED
Shares25,620 from 24,876
Change+744 (+3%)
Value$2.1M (-$257.2K)
Filed 2026-10-16
Cape Investment Advisory, Inc.
DECREASED
Shares25,488 from 25,514
Change-26 (0%)
Value$2.1M (-$329.2K)
Filed 2026-10-13
Fiduciary Alliance LLC
INCREASED
Shares25,295 from 25,060
Change+235 (+1%)
Value$2.1M (-$301.8K)
Filed 2026-10-13
Kavar Capital Partners Group, LLC
DECREASED
Shares25,253 from 25,262
Change-9 (0%)
Value$2.1M (-$324.6K)
Filed 2026-11-06
Koshinski Asset Management, Inc.
DECREASED
Shares25,059 from 30,373
Change-5,314 (-17%)
Value$2.1M (-$829.9K)
Filed 2026-10-29
American Assets Investment Management, LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$2.1M (-$320.5K)
Filed 2026-10-30
TD Private Client Wealth LLC
INCREASED
Shares24,950 from 24,530
Change+420 (+2%)
Value$2.1M (-$279.7K)
Filed 2026-10-28
M Holdings Securities, Inc.
NEW
Shares24,881
Change+24,881
Value$2.2K
Filed 2026-11-03
Trust Co of Vermont
INCREASED
Shares24,366 from 23,114
Change+1,252 (+5%)
Value$2.0M (-$192.5K)
Filed 2026-10-21
Private Trust Co NA
INCREASED
Shares24,267 from 23,542
Change+725 (+3%)
Value$2.0M (-$241.7K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
INCREASED
Shares24,265 from 24,263
Change+2 (+0%)
Value$2.0M (-$311.5K)
Filed 2026-10-30
Nepsis Inc.
DECREASED
Shares24,246 from 24,895
Change-649 (-3%)
Value$2.0M (-$372.9K)
Filed 2026-10-13
Symphony Financial, Ltd. Co.
INCREASED
Shares24,050 from 13,946
Change+10,104 (+72%)
Value$2.0M (+$656.1K)
Filed 2026-10-22
Americana Partners, LLC
INCREASED
Shares23,926 from 21,441
Change+2,485 (+12%)
Value$2.0M (-$68.9K)
Filed 2026-10-28
LVZ, Inc.
INCREASED
Shares23,861 from 22,775
Change+1,086 (+5%)
Value$2.0M (-$202.0K)
Filed 2026-10-20
Churchill Financial Advisors, LLC
DECREASED
Shares23,650 from 28,756
Change-5,106 (-18%)
Value$2.0M (-$791.9K)
Filed 2026-10-20
Columbus Macro, LLC
INCREASED
Shares23,528 from 22,780
Change+748 (+3%)
Value$2.0M (-$230.1K)
Filed 2026-10-14
Brighton Jones LLC
INCREASED
Shares23,461 from 19,463
Change+3,998 (+21%)
Value$1.9M (+$81.8K)
Filed 2026-11-03
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares23,388 from 23,388
Change0 (0%)
Value$2.1M (-$105.9K)
Filed 2026-10-22
Wedbush Securities Inc
DECREASED
Shares23,337 from 24,215
Change-878 (-4%)
Value$1.9K (-$2.3M)
Filed 2026-10-22
Harbour Trust & Investment Management Co
DECREASED
Shares23,208 from 23,258
Change-50 (0%)
Value$1.9M (-$302.3K)
Filed 2026-10-28
Patrick Mauro Investment Advisor, Inc.
INCREASED
Shares23,044 from 21,706
Change+1,338 (+6%)
Value$1.9M (-$167.4K)
Filed 2026-11-06
Compound Planning, Inc.
DECREASED
Shares22,948 from 23,995
Change-1,047 (-4%)
Value$1.9M (-$394.4K)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares22,811 from 2,599
Change+20,212 (+778%)
Value$1.9M (+$1.6M)
Filed 2026-10-16
Patten & Patten Inc
UNCHANGED
Shares22,801 from 22,801
Change0 (0%)
Value$1.9M (-$292.3K)
Filed 2026-10-26
First United Bank & Trust
DECREASED
Shares22,359 from 22,904
Change-545 (-2%)
Value$1.9M (-$338.8K)
Filed 2026-10-22
Ascentis Independent Advisors
INCREASED
Shares22,271 from 635
Change+21,636 (+3407%)
Value$1.8M (+$1.8M)
Filed 2026-11-03
Retirement Planning Group, LLC
DECREASED
Shares22,123 from 25,513
Change-3,390 (-13%)
Value$1.8M (-$608.0K)
Filed 2026-10-19
CX Institutional
INCREASED
Shares22,061 from 21,222
Change+839 (+4%)
Value$1.8K (-$202)
Filed 2026-10-02
LMG Wealth Partners, LLC
INCREASED
Shares22,016 from 20,768
Change+1,248 (+6%)
Value$1.8M (-$162.8K)
Filed 2026-11-05
Cornerstone Advisory, LLC
DECREASED
Shares21,978 from 23,407
Change-1,429 (-6%)
Value$1.8M (-$418.5K)
Filed 2026-11-06
M&G Plc
DECREASED
Shares21,942 from 26,957
Change-5,015 (-19%)
Value$1.8M (-$766.7K)
Filed 2026-11-04
CenterBook Partners LP
NEW
Shares21,834
Change+21,834
Value$1.8M
Filed 2026-11-02
Cohen Klingenstein LLC
UNCHANGED
Shares21,800 from 21,800
Change0 (0%)
Value$1.8M (-$279.5K)
Filed 2026-10-15
MSH Capital Advisors LLC
DECREASED
Shares21,408 from 21,669
Change-261 (-1%)
Value$1.8M (-$299.4K)
Filed 2026-11-03
Venture Visionary Partners LLC
INCREASED
Shares21,320 from 20,384
Change+936 (+5%)
Value$1.8M (-$183.7K)
Filed 2026-10-07
Simplex Trading, LLC
INCREASED
Shares21,318 from 13,084
Change+8,234 (+63%)
Value$1.8M (+$514.8K)
Filed 2026-11-04
Cordgrass Capital Advisors, LLC
INCREASED
Shares21,204 from 20,015
Change+1,189 (+6%)
Value$1.8M (-$158.0K)
Filed 2026-10-30
NovaPoint Capital, LLC
INCREASED
Shares21,188 from 20,713
Change+475 (+2%)
Value$1.8M (-$226.2K)
Filed 2026-10-22
Essex LLC
DECREASED
Shares21,179 from 21,821
Change-642 (-3%)
Value$1.8M (-$333.0K)
Filed 2026-10-14
Parsons Capital Management Inc
DECREASED
Shares21,040 from 21,205
Change-165 (-1%)
Value$1.7M (-$285.5K)
Filed 2026-10-28
Benedict Financial Advisors Inc
DECREASED
Shares20,669 from 21,322
Change-653 (-3%)
Value$1.7M (-$327.5K)
Filed 2026-10-07
Compass Wealth Management, LLC
INCREASED
Shares20,648 from 20,606
Change+42 (+0%)
Value$1.7M (-$260.7K)
Filed 2026-10-30
Evergreen Capital Management LLC
DECREASED
Shares20,634 from 22,483
Change-1,849 (-8%)
Value$1.7M (-$441.5K)
Filed 2026-10-23
NorthCrest Asset Manangement, LLC
INCREASED
Shares20,534 from 8,632
Change+11,902 (+138%)
Value$1.8M (+$947.5K)
Filed 2026-10-13
Tema Etfs LLC
INCREASED
Shares20,534 from 20,157
Change+377 (+2%)
Value$1.7M (-$227.2K)
Filed 2026-10-16
LongView Wealth Management
DECREASED
Shares20,482 from 21,247
Change-765 (-4%)
Value$1.7M (-$335.8K)
Filed 2026-10-19
Sowell Financial Services LLC
DECREASED
Shares20,462 from 24,007
Change-3,545 (-15%)
Value$1.7M (-$601.5K)
Filed 2026-10-23
Mayfair Advisory Group, LLC
DECREASED
Shares20,440 from 20,703
Change-263 (-1%)
Value$1.7M (-$319.2K)
Filed 2026-10-20
Mystic Asset Management, Inc.
INCREASED
Shares20,162 from 19,933
Change+229 (+1%)
Value$1.7M (-$236.6K)
Filed 2026-10-15
NTV Asset Management LLC
DECREASED
Shares20,050 from 21,250
Change-1,200 (-6%)
Value$1.7M (-$371.9K)
Filed 2026-10-23
Canal Insurance Co
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$1.7K (-$1.9M)
Filed 2026-10-20
Center for Wealth Management Advisory
NEW
Shares19,883
Change+19,883
Value$1.6M
Filed 2026-10-23
ICW Investment Advisors LLC
DECREASED
Shares19,855 from 19,958
Change-103 (-1%)
Value$1.6M (-$264.4K)
Filed 2026-10-27
Mechanics Bank Trust Department
DECREASED
Shares19,763 from 21,723
Change-1,960 (-9%)
Value$1.6M (-$441.0K)
Filed 2026-10-13
Quadrant Capital Group LLC
DECREASED
Shares19,750 from 35,163
Change-15,413 (-44%)
Value$1.7M (-$1.6M)
Filed 2026-10-20
Stenger Family Office, LLC
NEW
Shares19,722
Change+19,722
Value$1.7M
Filed 2026-10-22
Lanark Financial, Inc.
INCREASED
Shares19,561 from 19,341
Change+220 (+1%)
Value$1.6M (-$229.8K)
Filed 2026-10-26
Candriam S.C.A.
UNCHANGED
Shares19,525 from 19,525
Change0 (0%)
Value$1.6M (-$242.6K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
DECREASED
Shares19,476 from 20,147
Change-671 (-3%)
Value$1.6M (-$313.9K)
Filed 2026-10-08
Ritholtz Wealth Management
DECREASED
Shares19,421 from 22,829
Change-3,408 (-15%)
Value$1.6M (-$575.2K)
Filed 2026-11-05
Register Financial Advisors LLC
INCREASED
Shares19,400 from 19,145
Change+255 (+1%)
Value$1.6M (-$224.3K)
Filed 2026-10-23
Cohen Capital Management, Inc.
UNCHANGED
Shares19,000 from 19,000
Change0 (0%)
Value$1.6M (-$243.6K)
Filed 2026-10-14
Cannon Financial Strategists, Inc.
INCREASED
Shares18,998 from 17,067
Change+1,931 (+11%)
Value$1.6M (-$58.8K)
Filed 2026-10-19
Pacific Wealth Strategies Group, Inc.
INCREASED
Shares18,983 from 18,912
Change+71 (+0%)
Value$1.6M (-$236.6K)
Filed 2026-11-02
Wedmont Private Capital
INCREASED
Shares18,829 from 18,489
Change+340 (+2%)
Value$1.6M (-$145.6K)
Filed 2026-10-09
OmniStar Financial Group, Inc.
DECREASED
Shares18,781 from 41,922
Change-23,141 (-55%)
Value$1.6M (-$2.5M)
Filed 2026-10-26
Oppenheimer Asset Management Inc.
INCREASED
Shares18,773 from 2,877
Change+15,896 (+553%)
Value$1.6M (+$1.3M)
Filed 2026-10-27
AGP Franklin, LLC
INCREASED
Shares18,634 from 16,919
Change+1,715 (+10%)
Value$1.5M (-$74.8K)
Filed 2026-11-04
RVW Wealth, LLC
NEW
Shares18,585
Change+18,585
Value$1.5M
Filed 2026-10-06
Maia Wealth LLC
INCREASED
Shares18,566 from 16,089
Change+2,477 (+15%)
Value$1.5M (-$966)
Filed 2026-10-19
Focus Financial Network, Inc.
INCREASED
Shares18,450 from 18,206
Change+244 (+1%)
Value$1.5M (-$213.1K)
Filed 2026-10-14
Allen Capital Group, LLC
DECREASED
Shares18,445 from 19,660
Change-1,215 (-6%)
Value$1.5M (-$352.8K)
Filed 2026-10-27
Bahl & Gaynor LLC
UNCHANGED
Shares18,426 from 18,426
Change0 (0%)
Value$1.5M (-$236.2K)
Filed 2026-11-05
Concord Wealth Partners
DECREASED
Shares18,392 from 21,665
Change-3,273 (-15%)
Value$1.5M (-$549.0K)
Filed 2026-11-02
Weaver Capital Management LLC
DECREASED
Shares18,358 from 19,749
Change-1,391 (-7%)
Value$1.5M (-$384.4K)
Filed 2026-10-15
Spire Wealth Management
DECREASED
Shares18,324 from 18,393
Change-69 (0%)
Value$1.5M (-$241.5K)
Filed 2026-10-30
Eagle Rock Investment Company, LLC
INCREASED
Shares18,298 from 18,283
Change+15 (+0%)
Value$1.5M (-$233.1K)
Filed 2026-10-21
NBT Bank, N.A.
DECREASED
Shares18,253 from 18,501
Change-248 (-1%)
Value$1.5M (-$257.7K)
Filed 2026-10-21
Chicago Partners Investment Group LLC
INCREASED
Shares18,247 from 16,833
Change+1,414 (+8%)
Value$1.7M (+$69.0K)
Filed 2026-10-27
Lebenthal Global Advisors, LLC
INCREASED
Shares18,209 from 17,448
Change+761 (+4%)
Value$1.5M (-$160.6K)
Filed 2026-10-28
Jeppson Wealth Management, LLC
INCREASED
Shares18,187 from 17,272
Change+915 (+5%)
Value$1.5M (-$145.6K)
Filed 2026-10-20
Orange Investment Advisors, Inc.
UNCHANGED
Shares18,133 from 18,133
Change0 (0%)
Value$1.5M (-$232.5K)
Filed 2026-10-23
Smith Thornton Advisors LLC
DECREASED
Shares18,131 from 18,469
Change-338 (-2%)
Value$1.5M (-$278.8K)
Filed 2026-10-16
ForthRight Wealth Management, LLC
INCREASED
Shares18,116 from 13,028
Change+5,088 (+39%)
Value$1.5M (+$254.8K)
Filed 2026-11-06
Teza Capital Management LLC
NEW
Shares18,096
Change+18,096
Value$1.5M
Filed 2026-10-23
Monte Financial Group, LLC
UNCHANGED
Shares18,065 from 18,065
Change0 (0%)
Value$1.5M (-$210.5K)
Filed 2026-11-02
CPC Advisors, LLC
INCREASED
Shares17,956 from 17,414
Change+542 (+3%)
Value$1.5M (-$178.3K)
Filed 2026-10-21
Primoris Wealth Advisors, LLC
UNCHANGED
Shares17,944 from 17,944
Change0 (0%)
Value$1.5M (-$230.0K)
Filed 2026-10-28
LeConte Wealth Management, LLC
DECREASED
Shares17,802 from 18,914
Change-1,112 (-6%)
Value$1.5M (-$334.7K)
Filed 2026-10-20
Peoples Financial Services Corp.
DECREASED
Shares17,712 from 17,933
Change-221 (-1%)
Value$1.5M (-$248.4K)
Filed 2026-10-20
Diversified Trust Co
DECREASED
Shares17,364 from 18,110
Change-746 (-4%)
Value$1.4M (-$294.0K)
Filed 2026-11-06
Bria Capital Group, LLC
INCREASED
Shares17,216 from 14,084
Change+3,132 (+22%)
Value$1.4M (+$79.1K)
Filed 2026-10-22
Granite Islands Private Wealth, LLC
INCREASED
Shares17,110 from 16,615
Change+495 (+3%)
Value$1.4M (-$169.5K)
Filed 2026-10-16
Larson Financial Group LLC
DECREASED
Shares16,956 from 19,041
Change-2,085 (-11%)
Value$1.4M (-$416.9K)
Filed 2026-11-05
Ipswich Investment Management Co., Inc.
DECREASED
Shares16,892 from 17,117
Change-225 (-1%)
Value$1.4M (-$238.1K)
Filed 2026-10-13
Verity & Verity, LLC
DECREASED
Shares16,867 from 18,060
Change-1,193 (-7%)
Value$1.4M (-$330.4K)
Filed 2026-10-23
Gleason Group, Inc.
DECREASED
Shares16,856 from 17,743
Change-887 (-5%)
Value$1.4M (-$301.0K)
Filed 2026-10-15
Romano Brothers and Company
DECREASED
Shares16,790 from 16,836
Change-46 (0%)
Value$1.4M (-$219.6K)
Filed 2026-10-22
Armor Investment Advisors, LLC
DECREASED
Shares16,669 from 17,343
Change-674 (-4%)
Value$1.4M (-$278.2K)
Filed 2026-10-27
SBI Securities Co., Ltd.
DECREASED
Shares16,638 from 16,663
Change-25 (0%)
Value$1.4M (-$215.7K)
Filed 2026-10-22
Confluence Wealth Services, Inc.
DECREASED
Shares16,575 from 23,814
Change-7,239 (-30%)
Value$1.4M (-$905.3K)
Filed 2026-11-05
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares16,544 from 19,624
Change-3,080 (-16%)
Value$1.4M (-$506.9K)
Filed 2026-10-08
Old Port Advisors
DECREASED
Shares16,472 from 17,577
Change-1,105 (-6%)
Value$1.4M (-$316.9K)
Filed 2026-10-23
ABC Arbitrage SA
NEW
Shares16,440
Change+16,440
Value$1.4M
Filed 2026-10-23
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares16,400 from 16,400
Change0 (0%)
Value$1.6M ($0)
Filed 2026-10-15
Grove Bank & Trust
INCREASED
Shares16,339 from 9,093
Change+7,246 (+80%)
Value$1.4M (+$484.0K)
Filed 2026-10-08
Retirement Guys Formula LLC
INCREASED
Shares16,209 from 15,947
Change+262 (+2%)
Value$1.3M (-$182.7K)
Filed 2026-10-26
CapWealth Advisors, LLC
DECREASED
Shares16,184 from 16,666
Change-482 (-3%)
Value$1.3M (-$253.6K)
Filed 2026-10-05
Zions Bancorporation, National Association
DECREASED
Shares16,165 from 22,825
Change-6,660 (-29%)
Value$1.3M (-$844.7K)
Filed 2026-11-06
EPG Wealth Management LLC
INCREASED
Shares16,148 from 14,930
Change+1,218 (+8%)
Value$1.3M (-$90.4K)
Filed 2026-11-03
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$1.3M (-$205.1K)
Filed 2026-11-06
Oak Thistle LLC
NEW
Shares15,914
Change+15,914
Value$1.3M
Filed 2026-10-21
High Net Worth Advisory Group LLC
UNCHANGED
Shares15,874 from 15,874
Change0 (0%)
Value$1.3M (-$203.5K)
Filed 2026-10-26
Bangor Savings Bank
DECREASED
Shares15,873 from 16,008
Change-135 (-1%)
Value$1.3M (-$216.4K)
Filed 2026-10-06
CWS Financial Advisors, LLC
DECREASED
Shares15,838 from 18,002
Change-2,164 (-12%)
Value$1.3M (-$410.1K)
Filed 2026-10-16
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares15,792 from 15,985
Change-193 (-1%)
Value$1.3M (-$220.9K)
Filed 2026-10-19
International Assets Investment Management, LLC
INCREASED
Shares15,764 from 15,375
Change+389 (+3%)
Value$1.3M (-$146.7K)
Filed 2026-11-02
Concord Asset Management, LLC
DECREASED
Shares15,764 from 16,062
Change-298 (-2%)
Value$1.3M (-$230.6K)
Filed 2026-11-02
BlueChip Wealth Advisors LLC
INCREASED
Shares15,744 from 12,157
Change+3,587 (+30%)
Value$1.3M (+$141.5K)
Filed 2026-11-03
Stiles Financial Services Inc
DECREASED
Shares15,657 from 15,717
Change-60 (0%)
Value$1.3M (-$206.5K)
Filed 2026-10-30
First City Capital Management, Inc.
DECREASED
Shares15,488 from 15,894
Change-406 (-3%)
Value$1.3M (-$237.5K)
Filed 2026-10-27
Ascent Group, LLC
DECREASED
Shares15,441 from 17,256
Change-1,815 (-11%)
Value$1.3M (-$371.8K)
Filed 2026-10-30
Parrish Capital LLC
DECREASED
Shares15,284 from 15,418
Change-134 (-1%)
Value$1.3M (-$208.8K)
Filed 2026-10-01
Wagner Wealth Management, LLC
INCREASED
Shares15,177 from 11,286
Change+3,891 (+34%)
Value$1.3M (+$177.9K)
Filed 2026-10-21
Parallel Advisors, LLC
DECREASED
Shares15,139 from 15,168
Change-29 (0%)
Value$1.3M (-$196.8K)
Filed 2026-11-03
Procyon Advisors, LLC
DECREASED
Shares14,935 from 15,573
Change-638 (-4%)
Value$1.2M (-$252.6K)
Filed 2026-10-21
Diversify Wealth Management, LLC
INCREASED
Shares14,911 from 14,219
Change+692 (+5%)
Value$1.3M (-$42.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares14,911 from 14,219
Change+692 (+5%)
Value$1.3M (-$42.1K)
Filed 2026-10-20
Elevate Wealth Advisory, Inc
INCREASED
Shares14,906 from 14,882
Change+24 (+0%)
Value$1.2M (-$188.7K)
Filed 2026-10-29
Kenora Financial, LLC
DECREASED
Shares14,852 from 20,575
Change-5,723 (-28%)
Value$1.2M (-$738.2K)
Filed 2026-10-20
Powers Advisory Group, LLC
DECREASED
Shares14,821 from 15,114
Change-293 (-2%)
Value$1.2M (-$218.1K)
Filed 2026-10-14
Mesirow Financial Investment Management, Inc.
DECREASED
Shares14,483 from 14,586
Change-103 (-1%)
Value$1.2M (-$195.5K)
Filed 2026-11-05
Jacobi Capital Management LLC
DECREASED
Shares14,291 from 28,766
Change-14,475 (-50%)
Value$1.2M (-$1.6M)
Filed 2026-11-05
Cane Capital Partners, LLC
NEW
Shares14,267
Change+14,267
Value$1.2M
Filed 2026-10-23
Brady Family Wealth, LLC
UNCHANGED
Shares14,186 from 14,186
Change0 (0%)
Value$1.2M (-$181.9K)
Filed 2026-11-02
Ti-Trust, Inc
UNCHANGED
Shares14,160 from 14,160
Change0 (0%)
Value$1.2M (-$181.5K)
Filed 2026-10-21
Outfitters Financial LLC
INCREASED
Shares14,060 from 12,900
Change+1,160 (+9%)
Value$1.2M (-$69.2K)
Filed 2026-10-23
Regent Peak Wealth Advisors LLC
DECREASED
Shares14,027 from 20,560
Change-6,533 (-32%)
Value$1.2M (-$805.1K)
Filed 2026-10-13
Stableford Capital II LLC
INCREASED
Shares14,010 from 12,267
Change+1,743 (+14%)
Value$1.2M (-$12.8K)
Filed 2026-10-09
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$1.2M (-$179.5K)
Filed 2026-10-22
Valmark Advisers, Inc.
DECREASED
Shares13,882 from 14,645
Change-763 (-5%)
Value$1.2M (-$251.0K)
Filed 2026-11-06
Nations Financial Group Inc,
INCREASED
Shares13,843 from 13,080
Change+763 (+6%)
Value$1.1M (-$104.4K)
Filed 2026-11-05
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares13,826 from 13,819
Change+7 (+0%)
Value$1.1M (-$176.6K)
Filed 2026-10-22
Modera Wealth Management, LLC
INCREASED
Shares13,773 from 11,360
Change+2,413 (+21%)
Value$1.1M (+$54.4K)
Filed 2026-10-28
Mission Wealth Management, LP
DECREASED
Shares13,723 from 23,627
Change-9,904 (-42%)
Value$1.1M (-$1.1M)
Filed 2026-10-15
Retirement Planning Co of New England, Inc.
DECREASED
Shares13,684 from 13,907
Change-223 (-2%)
Value$1.1M (-$196.8K)
Filed 2026-10-15
Personal CFO Solutions, LLC
DECREASED
Shares13,674 from 13,859
Change-185 (-1%)
Value$1.1M (-$193.0K)
Filed 2026-11-06
DMC Group, LLC
DECREASED
Shares13,614 from 13,696
Change-82 (-1%)
Value$1.1M (-$182.4K)
Filed 2026-10-26
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares13,537 from 9,943
Change+3,594 (+36%)
Value$1.1M (+$170.5K)
Filed 2026-10-14
Autumn Glory Partners, LLC
INCREASED
Shares13,507 from 13,504
Change+3 (+0%)
Value$1.1M (-$172.9K)
Filed 2026-10-26
Spirit of America Management Corp
INCREASED
Shares13,500 from 12,800
Change+700 (+5%)
Value$1.1M (-$106.1K)
Filed 2026-10-14
Mitchell Sinkler & Starr
UNCHANGED
Shares13,498 from 13,498
Change0 (0%)
Value$1.1M (-$173.0K)
Filed 2026-10-13
Advisor OS, LLC
DECREASED
Shares13,486 from 19,895
Change-6,409 (-32%)
Value$1.1M (-$786.4K)
Filed 2026-11-03
Wiser Wealth Management, Inc
INCREASED
Shares13,417 from 13,296
Change+121 (+1%)
Value$1.1M (-$160.5K)
Filed 2026-10-14
HUB Investment Partners, LLC
DECREASED
Shares13,403 from 14,906
Change-1,503 (-10%)
Value$1.1M (-$315.6K)
Filed 2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares13,330 from 17,842
Change-4,512 (-25%)
Value$1.1M (-$602.7K)
Filed 2026-10-14
CFS Investment Advisory Services, LLC
INCREASED
Shares13,293 from 13,138
Change+155 (+1%)
Value$1.1M (-$151.5K)
Filed 2026-10-19
GoalVest Advisory LLC
INCREASED
Shares13,263 from 12,870
Change+393 (+3%)
Value$1.1M (-$132.4K)
Filed 2026-10-02
Asset Planning,Inc
INCREASED
Shares13,246 from 13,242
Change+4 (+0%)
Value$1.1M (-$169.4K)
Filed 2026-10-26
Moneco Advisors, LLC
DECREASED
Shares13,231 from 13,562
Change-331 (-2%)
Value$1.1M (-$201.3K)
Filed 2026-11-05
Aaron Wealth Advisors LLC
DECREASED
Shares13,228 from 16,175
Change-2,947 (-18%)
Value$1.1M (-$451.6K)
Filed 2026-10-13
Firethorn Wealth Partners, LLC
DECREASED
Shares13,227 from 13,420
Change-193 (-1%)
Value$1.1M (-$188.1K)
Filed 2026-10-14
Bank & Trust Co
DECREASED
Shares13,199 from 13,419
Change-220 (-2%)
Value$1.1M (-$190.3K)
Filed 2026-10-07
Grimes & Co Wealth Management, LLC
INCREASED
Shares13,075 from 12,995
Change+80 (+1%)
Value$1.1M (-$159.9K)
Filed 2026-10-29
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares13,050 from 13,050
Change0 (0%)
Value$1.1M (-$167.3K)
Filed 2026-11-02
XML Financial, LLC
DECREASED
Shares13,028 from 13,443
Change-415 (-3%)
Value$1.1M (-$206.7K)
Filed 2026-10-29
Constitution Capital LLC
DECREASED
Shares13,025 from 13,275
Change-250 (-2%)
Value$1.1M (-$190.9K)
Filed 2026-10-23
Marino, Stram & Associates LLC
DECREASED
Shares13,019 from 13,046
Change-27 (0%)
Value$1.1M (-$169.4K)
Filed 2026-10-22
Farmers & Merchants Investments Inc
INCREASED
Shares13,014 from 13,000
Change+14 (+0%)
Value$1.1M (-$165.5K)
Filed 2026-10-22
AdvisorNet Financial, Inc
INCREASED
Shares12,970 from 12,048
Change+922 (+8%)
Value$1.2M (+$6.1K)
Filed 2026-10-15
Integrity Alliance, Llc.
INCREASED
Shares12,881 from 12,715
Change+166 (+1%)
Value$1.1M (-$149.3K)
Filed 2026-10-29
Markowski Investments
DECREASED
Shares12,848 from 12,869
Change-21 (0%)
Value$1.1M (-$166.7K)
Filed 2026-10-30
Blue Fin Capital, Inc.
DECREASED
Shares12,836 from 12,854
Change-18 (0%)
Value$1.1M (-$166.3K)
Filed 2026-10-28
Park National Corp
DECREASED
Shares12,808 from 13,976
Change-1,168 (-8%)
Value$1.1M (-$276.0K)
Filed 2026-10-05
Cassaday & Co Wealth Management LLC
INCREASED
Shares12,787 from 12,313
Change+474 (+4%)
Value$1.1M (-$118.6K)
Filed 2026-10-27
Detalus Advisors, LLC
DECREASED
Shares12,708 from 13,936
Change-1,228 (-9%)
Value$1.1M (-$280.5K)
Filed 2026-10-15
Legacy Wealth Asset Management, LLC
INCREASED
Shares12,692 from 8,742
Change+3,950 (+45%)
Value$1.1M (+$215.3K)
Filed 2026-10-09
Burns J W & Co Inc
DECREASED
Shares12,691 from 13,025
Change-334 (-3%)
Value$1.1M (-$194.7K)
Filed 2026-10-20
Chatham Capital Group, Inc.
DECREASED
Shares12,554 from 12,969
Change-415 (-3%)
Value$1.0M (-$200.7K)
Filed 2026-10-16
Trust Point Inc.
DECREASED
Shares12,508 from 13,072
Change-564 (-4%)
Value$1.0M (-$214.3K)
Filed 2026-10-27
CoreCap Advisors, LLC
DECREASED
Shares12,347 from 12,554
Change-207 (-2%)
Value$1.0M (-$178.0K)
Filed 2026-10-08
B. Riley Wealth Advisors, Inc.
INCREASED
Shares12,295 from 10,899
Change+1,396 (+13%)
Value$1.0M (-$35.4K)
Filed 2026-10-13
Essex Bank
UNCHANGED
Shares12,293 from 12,293
Change0 (0%)
Value$1.0M (-$157.7K)
Filed 2026-10-16
Archford Capital Strategies, LLC
INCREASED
Shares12,268 from 12,191
Change+77 (+1%)
Value$1.0M (-$149.9K)
Filed 2026-10-19
SRH Advisors, LLC
DECREASED
Shares12,193 from 12,592
Change-399 (-3%)
Value$1.0M (-$194.5K)
Filed 2026-10-22
Krilogy Financial LLC
INCREASED
Shares12,147 from 10,518
Change+1,629 (+15%)
Value$1.1M (+$50.5K)
Filed 2026-10-13
Cullen T Bankers, Inc.
INCREASED
Shares12,142 from 8,743
Change+3,399 (+39%)
Value$1.0M (+$169.7K)
Filed 2026-10-28
Chemung Canal Trust Co
DECREASED
Shares11,975 from 29,963
Change-17,988 (-60%)
Value$992.6K (-$1.9M)
Filed 2026-11-04
Kingsman Wealth Management, Inc.
INCREASED
Shares11,937 from 10,062
Change+1,875 (+19%)
Value$989.5K (+$26.4K)
Filed 2026-10-13
VestGen Advisors, LLC
DECREASED
Shares11,916 from 16,308
Change-4,392 (-27%)
Value$987.7K (-$573.1K)
Filed 2026-10-27
Adirondack Trust Co
INCREASED
Shares11,819 from 11,470
Change+349 (+3%)
Value$979.5K (-$118.2K)
Filed 2026-10-14
Cornerstone Planning, LLC
INCREASED
Shares11,725 from 11,645
Change+80 (+1%)
Value$1.1M (-$36.8K)
Filed 2026-10-27
Raleigh Capital Management Inc.
DECREASED
Shares11,709 from 11,786
Change-77 (-1%)
Value$970.6K (-$157.5K)
Filed 2026-10-28
Asset Advisors Investment Management, LLC
DECREASED
Shares11,677 from 13,263
Change-1,586 (-12%)
Value$967.9K (-$301.5K)
Filed 2026-10-19
Busey Bank
DECREASED
Shares11,583 from 12,197
Change-614 (-5%)
Value$960.1K (-$207.3K)
Filed 2026-10-26
Tannin Capital LLC
DECREASED
Shares11,570 from 12,844
Change-1,274 (-10%)
Value$959.0K (-$270.3K)
Filed 2026-11-05
Burney Co/
INCREASED
Shares11,517 from 11,467
Change+50 (+0%)
Value$954.6K (-$142.9K)
Filed 2026-10-15
Navigate Wealth Management, LLC
INCREASED
Shares11,507 from 11,410
Change+97 (+1%)
Value$991.6K (-$95.8K)
Filed 2026-10-14
Investment Planning Advisors, Inc.
INCREASED
Shares11,465 from 10,123
Change+1,342 (+13%)
Value$950.4K (-$18.5K)
Filed 2026-10-14
Balboa Wealth Partners
INCREASED
Shares11,441 from 11,301
Change+140 (+1%)
Value$948.4K (-$133.2K)
Filed 2026-10-20
Allegheny Financial Group
DECREASED
Shares11,283 from 11,942
Change-659 (-6%)
Value$935.3K (-$207.7K)
Filed 2026-11-05
St. Johns Investment Management Company, LLC
INCREASED
Shares11,233 from 10,454
Change+779 (+7%)
Value$931.1K (-$69.4K)
Filed 2026-10-30
Smith Salley Wealth Management
INCREASED
Shares11,225 from 10,380
Change+845 (+8%)
Value$930.4K (-$63.1K)
Filed 2026-11-03
Uptick Partners, LLC
INCREASED
Shares11,203 from 7,754
Change+3,449 (+44%)
Value$928.6K (+$186.5K)
Filed 2026-11-04
Avidian Wealth Enterprises, LLC
INCREASED
Shares11,125 from 10,153
Change+972 (+10%)
Value$922.1K (-$49.7K)
Filed 2026-10-08
Strategic Blueprint, LLC
INCREASED
Shares11,098 from 10,888
Change+210 (+2%)
Value$919.9K (-$122.2K)
Filed 2026-10-22
Kuhn & Co Investment Counsel
INCREASED
Shares11,031 from 11,003
Change+28 (+0%)
Value$914.4K (-$138.7K)
Filed 2026-10-29
Elyxium Wealth, LLC
INCREASED
Shares10,988 from 10,861
Change+127 (+1%)
Value$910.8K (-$128.7K)
Filed 2026-10-27
United Advisor Group, LLC
DECREASED
Shares10,982 from 12,138
Change-1,156 (-10%)
Value$910.3K (-$251.4K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
DECREASED
Shares10,909 from 11,552
Change-643 (-6%)
Value$904.2K (-$201.4K)
Filed 2026-11-02
Montecito Bank & Trust
DECREASED
Shares10,904 from 11,160
Change-256 (-2%)
Value$903.8K (-$164.3K)
Filed 2026-10-01
Claro Advisors Inc.
INCREASED
Shares10,900 from 9,987
Change+913 (+9%)
Value$903.5K (-$52.3K)
Filed 2026-11-02
Patten Group, Inc.
INCREASED
Shares10,866 from 10,142
Change+724 (+7%)
Value$900.7K (-$70.0K)
Filed 2026-10-26
AMI Asset Management Corp
INCREASED
Shares10,848 from 10,769
Change+79 (+1%)
Value$899.2K (-$131.5K)
Filed 2026-10-20
Wiregrass Investment Management LLC
DECREASED
Shares10,820 from 11,209
Change-389 (-3%)
Value$896.9K (-$175.9K)
Filed 2026-11-05
Chesley Taft & Associates LLC
DECREASED
Shares10,771 from 10,822
Change-51 (0%)
Value$892.8K (-$143.0K)
Filed 2026-10-13
Mainsail Asset Management, LLC
DECREASED
Shares10,742 from 11,772
Change-1,030 (-9%)
Value$917.8K (-$204.0K)
Filed 2026-10-14
Arrow Financial Corp
INCREASED
Shares10,721 from 8,547
Change+2,174 (+25%)
Value$888.7K (+$70.6K)
Filed 2026-10-26
Acorn Wealth Advisors, LLC
INCREASED
Shares10,700 from 10,468
Change+232 (+2%)
Value$886.9K (-$115.0K)
Filed 2026-10-19
Cigna Investments Inc
INCREASED
Shares10,692 from 10,577
Change+115 (+1%)
Value$886 (-$1.0M)
Filed 2026-10-19
Richards, Merrill & Peterson, Inc.
INCREASED
Shares10,652 from 10,402
Change+250 (+2%)
Value$882.9K (-$112.7K)
Filed 2026-10-19
Provenance Wealth Advisors, LLC
INCREASED
Shares10,580 from 38
Change+10,542 (+27742%)
Value$877.0K (+$873.3K)
Filed 2026-10-30
Leisure Capital Management
INCREASED
Shares10,571 from 10,554
Change+17 (+0%)
Value$876.2K (-$133.9K)
Filed 2026-11-03
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares10,521 from 10,610
Change-89 (-1%)
Value$872.0K (-$143.4K)
Filed 2026-11-04
Silverlake Wealth Management LLC
DECREASED
Shares10,505 from 10,839
Change-334 (-3%)
Value$870.8K (-$166.6K)
Filed 2026-10-21
Axxcess Wealth Management, LLC
DECREASED
Shares10,468 from 16,985
Change-6,517 (-38%)
Value$867.6K (-$758.0K)
Filed 2026-10-21
Xcel Wealth Management, LLC
DECREASED
Shares10,452 from 10,872
Change-420 (-4%)
Value$866.4K (-$174.2K)
Filed 2026-10-26
RS Crum Inc.
INCREASED
Shares10,415 from 10,413
Change+2 (+0%)
Value$863.3K (-$133.4K)
Filed 2026-10-19
Golden State Wealth Management, LLC
INCREASED
Shares10,405 from 9,441
Change+964 (+10%)
Value$862.5K (-$41.2K)
Filed 2026-11-02
Washington Trust Co
UNCHANGED
Shares10,402 from 10,402
Change0 (0%)
Value$862.2K (-$133.4K)
Filed 2026-10-22
Kennedy Investment Group, Inc.
DECREASED
Shares10,379 from 10,501
Change-122 (-1%)
Value$860.3K (-$144.7K)
Filed 2026-10-21
Patton Albertson Miller Group, LLC
DECREASED
Shares10,364 from 10,605
Change-241 (-2%)
Value$859.1K (-$155.9K)
Filed 2026-10-26
Fourpath Capital Management, LLC
DECREASED
Shares10,332 from 10,333
Change-1 (0%)
Value$856.4K (-$132.5K)
Filed 2026-10-19
Avanza Fonder AB
UNCHANGED
Shares10,296 from 10,296
Change0 (0%)
Value$853.4K (-$132.0K)
Filed 2026-10-13
Lakeshore Financial Planning, Inc.
INCREASED
Shares10,138 from 8,386
Change+1,752 (+21%)
Value$840.3K (+$37.6K)
Filed 2026-10-13
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares10,087 from 10,083
Change+4 (+0%)
Value$836.1K (-$128.9K)
Filed 2026-10-22
Investment Partners Asset Management, Inc.
INCREASED
Shares10,040 from 10,038
Change+2 (+0%)
Value$832.2K (-$128.5K)
Filed 2026-10-09
Howard Capital Management Group, LLC
INCREASED
Shares9,992 from 9,518
Change+474 (+5%)
Value$828.3K (-$82.6K)
Filed 2026-10-16
HBW Advisory Services LLC
DECREASED
Shares9,979 from 10,408
Change-429 (-4%)
Value$827.1K (-$169.0K)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
DECREASED
Shares9,946 from 10,646
Change-700 (-7%)
Value$824.4K (-$194.5K)
Filed 2026-10-23
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares9,927 from 9,850
Change+77 (+1%)
Value$822.9K (-$119.9K)
Filed 2026-10-13
Sunburst Financial Group, LLC
DECREASED
Shares9,881 from 9,909
Change-28 (0%)
Value$819.0K (-$129.4K)
Filed 2026-10-09
Clifford Swan Investment Counsel LLC
DECREASED
Shares9,874 from 9,973
Change-99 (-1%)
Value$818.4K (-$136.1K)
Filed 2026-11-05
Home Federal Bank of Tennessee
DECREASED
Shares9,860 from 9,995
Change-135 (-1%)
Value$817.3K (-$139.3K)
Filed 2026-10-15
SeaCrest Wealth Management, LLC
DECREASED
Shares9,830 from 10,461
Change-631 (-6%)
Value$814.8K (-$186.4K)
Filed 2026-10-21
Excalibur Management Corp
DECREASED
Shares9,794 from 9,819
Change-25 (0%)
Value$811.8K (-$128.0K)
Filed 2026-11-02
Philadelphia Trust Co
DECREASED
Shares9,725 from 14,020
Change-4,295 (-31%)
Value$806 (-$1.3M)
Filed 2026-11-05
Plimoth Trust Co LLC
DECREASED
Shares9,602 from 9,687
Change-85 (-1%)
Value$795.9K (-$131.2K)
Filed 2026-10-26
Sheets Smith Wealth Management
DECREASED
Shares9,550 from 12,049
Change-2,499 (-21%)
Value$791.6K (-$361.6K)
Filed 2026-10-16
HBK Sorce Advisory LLC
INCREASED
Shares9,543 from 9,437
Change+106 (+1%)
Value$890.7K (+$12.2K)
Filed 2026-11-06
V-Square Quantitative Management LLC
INCREASED
Shares9,528 from 8,004
Change+1,524 (+19%)
Value$789.8K (+$23.7K)
Filed 2026-10-15
Cookson Peirce & Co Inc
UNCHANGED
Shares9,528 from 9,528
Change0 (0%)
Value$789.8K (-$122.1K)
Filed 2026-10-30
Facet Wealth, Inc.
INCREASED
Shares9,518 from 9,249
Change+269 (+3%)
Value$788.9K (-$96.3K)
Filed 2026-11-04
Tortuga Wealth Management, Inc
INCREASED
Shares9,473 from 8,988
Change+485 (+5%)
Value$785.3K (-$75.0K)
Filed 2026-10-27
Eagle Strategies LLC
INCREASED
Shares9,461 from 9,460
Change+1 (+0%)
Value$784.2K (-$121.2K)
Filed 2026-10-16
Kondo Wealth Advisors, Inc.
NEW
Shares9,435
Change+9,435
Value$782.1K
Filed 2026-10-19
Norris Perne & French LLP
DECREASED
Shares9,343 from 9,436
Change-93 (-1%)
Value$774.4K (-$128.7K)
Filed 2026-10-23
Southern Michigan Bank & Trust
DECREASED
Shares9,333 from 9,568
Change-235 (-2%)
Value$773.6K (-$142.1K)
Filed 2026-10-19
Baker Avenue Asset Management, LP
INCREASED
Shares9,319 from 8,902
Change+417 (+5%)
Value$772.4K (-$79.6K)
Filed 2026-11-06
Ignite Planners, LLC
INCREASED
Shares9,311 from 8,924
Change+387 (+4%)
Value$776.2K (-$78.3K)
Filed 2026-10-14
Mechanics Financial Corp
UNCHANGED
Shares9,301 from 9,301
Change0 (0%)
Value$771.0K (-$119.2K)
Filed 2026-11-05
Cidel Asset Management Inc
INCREASED
Shares9,282 from 8,659
Change+623 (+7%)
Value$769.4K (-$59.4K)
Filed 2026-10-29
William Allan Corp
DECREASED
Shares9,275 from 9,556
Change-281 (-3%)
Value$768.8K (-$145.8K)
Filed 2026-10-14
Texas Bank & Trust Co
DECREASED
Shares9,197 from 11,421
Change-2,224 (-19%)
Value$762.3K (-$330.8K)
Filed 2026-11-04
Pinion Investment Advisors, LLC
INCREASED
Shares9,146 from 9,082
Change+64 (+1%)
Value$758.1K (-$111.1K)
Filed 2026-11-04
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares9,145 from 11,675
Change-2,530 (-22%)
Value$758.1K (-$359.4K)
Filed 2026-10-15
Mendel Money Management
UNCHANGED
Shares9,119 from 9,119
Change0 (0%)
Value$755.9K (-$116.9K)
Filed 2026-11-02
First County Bank
DECREASED
Shares9,043 from 9,656
Change-613 (-6%)
Value$749.6K (-$174.6K)
Filed 2026-10-13
Shepherd Financial Partners LLC
DECREASED
Shares8,953 from 8,995
Change-42 (0%)
Value$742.1K (-$118.8K)
Filed 2026-11-03
Salem Investment Counselors Inc
DECREASED
Shares8,939 from 9,119
Change-180 (-2%)
Value$741.0K (-$131.8K)
Filed 2026-10-13
Journey Advisory Group, LLC
DECREASED
Shares8,848 from 9,105
Change-257 (-3%)
Value$733.4K (-$138.0K)
Filed 2026-11-04
MQS Management LLC
INCREASED
Shares8,846 from 5,886
Change+2,960 (+50%)
Value$733.2K (+$169.9K)
Filed 2026-11-06
Woodward Diversified Capital, LLC
DECREASED
Shares8,822 from 9,128
Change-306 (-3%)
Value$731.3K (-$142.3K)
Filed 2026-10-21
Northeast Investment Management
UNCHANGED
Shares8,821 from 8,821
Change0 (0%)
Value$731.1K (-$113.1K)
Filed 2026-10-30
Capstone Wealth Management, LLC
INCREASED
Shares8,816 from 7,867
Change+949 (+12%)
Value$730.7K (-$22.3K)
Filed 2026-11-02
Cherokee Insurance Co
UNCHANGED
Shares8,800 from 8,800
Change0 (0%)
Value$729.4K (-$112.8K)
Filed 2026-11-05
City State Bank
UNCHANGED
Shares8,788 from 8,788
Change0 (0%)
Value$728.4K (-$112.7K)
Filed 2026-10-20
Davis Capital Management
DECREASED
Shares8,749 from 8,898
Change-149 (-2%)
Value$725.2K (-$126.4K)
Filed 2026-10-08
Roberts Wealth Advisors, LLC
UNCHANGED
Shares8,739 from 8,739
Change0 (0%)
Value$724.4K (-$112.0K)
Filed 2026-10-14
Paragon Private Wealth Management, LLC
INCREASED
Shares8,731 from 8,121
Change+610 (+8%)
Value$723.7K (-$53.6K)
Filed 2026-10-20
Insight Inv LLC
UNCHANGED
Shares8,705 from 8,705
Change0 (0%)
Value$721.6K (-$111.6K)
Filed 2026-10-27
Shulman DeMeo Asset Management LLC
INCREASED
Shares8,665 from 8,639
Change+26 (+0%)
Value$726.0K (-$100.8K)
Filed 2026-10-09
North Star Investment Management Corp.
DECREASED
Shares8,656 from 8,676
Change-20 (0%)
Value$717.5K (-$112.8K)
Filed 2026-10-27
Beaumont Financial Advisors, LLC
DECREASED
Shares8,634 from 8,647
Change-13 (0%)
Value$715.7K (-$111.9K)
Filed 2026-10-22
Vann Equity Management LLC
INCREASED
Shares8,626 from 8,296
Change+330 (+4%)
Value$715.0K (-$79.0K)
Filed 2026-10-08
West Bancorporation Inc
INCREASED
Shares8,610 from 8,285
Change+325 (+4%)
Value$713.7K (-$79.3K)
Filed 2026-10-29
Valley Brook Capital Group, Inc.
DECREASED
Shares8,606 from 8,654
Change-48 (-1%)
Value$713.4K (-$114.9K)
Filed 2026-10-26
Aviance Capital Partners, LLC
UNCHANGED
Shares8,579 from 8,579
Change0 (0%)
Value$711.1K (-$110.0K)
Filed 2026-10-29
LVW Advisors, LLC
DECREASED
Shares8,547 from 9,471
Change-924 (-10%)
Value$708.5K (-$198.0K)
Filed 2026-10-19
Sard Wealth Management Group, LLC
DECREASED
Shares8,534 from 8,649
Change-115 (-1%)
Value$707.4K (-$120.5K)
Filed 2026-10-16
Ironsides Asset Advisors, LLC
INCREASED
Shares8,524 from 6,595
Change+1,929 (+29%)
Value$706.6K (+$75.4K)
Filed 2026-10-20
Benin Management Corp
UNCHANGED
Shares8,483 from 8,483
Change0 (0%)
Value$703.2K (-$108.8K)
Filed 2026-10-22
Graves Light Lenhart Wealth, Inc.
INCREASED
Shares8,481 from 8,470
Change+11 (+0%)
Value$703.0K (-$107.6K)
Filed 2026-10-09
SVB Wealth LLC
DECREASED
Shares8,468 from 8,927
Change-459 (-5%)
Value$701.9K (-$152.5K)
Filed 2026-11-06
Community Bank of Raymore
DECREASED
Shares8,450 from 8,950
Change-500 (-6%)
Value$700.4K (-$156.2K)
Filed 2026-10-23
Visionary Horizons, LLC
INCREASED
Shares8,447 from 8,135
Change+312 (+4%)
Value$700.2K (-$78.4K)
Filed 2026-10-22
Howard Capital Management, LLC
DECREASED
Shares8,441 from 8,531
Change-90 (-1%)
Value$699.7K (-$116.8K)
Filed 2026-10-16
Franklin Street Advisors Inc
INCREASED
Shares8,435 from 8,430
Change+5 (+0%)
Value$699.2K (-$107.7K)
Filed 2026-10-13
R Squared Ltd
NEW
Shares8,434
Change+8,434
Value$699.1K
Filed 2026-11-06
Trueblood Wealth Management, LLC
DECREASED
Shares8,419 from 8,597
Change-178 (-2%)
Value$697.9K (-$124.9K)
Filed 2026-10-23
Breakwater Capital Group
DECREASED
Shares8,398 from 9,323
Change-925 (-10%)
Value$696.1K (-$196.2K)
Filed 2026-10-09
Verity Asset Management, Inc.
INCREASED
Shares8,363 from 8,361
Change+2 (+0%)
Value$693.1K (-$107.1K)
Filed 2026-10-30
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares8,362 from 8,818
Change-456 (-5%)
Value$693.2K (-$150.9K)
Filed 2026-10-06
NBH Bank
INCREASED
Shares8,342 from 8,114
Change+228 (+3%)
Value$691.5K (-$85.1K)
Filed 2026-11-05
1834 Investment Advisors Co
DECREASED
Shares8,329 from 10,518
Change-2,189 (-21%)
Value$690.4K (-$316.3K)
Filed 2026-10-16
Cypress Capital Group
DECREASED
Shares8,310 from 8,510
Change-200 (-2%)
Value$688.8K (-$125.7K)
Filed 2026-11-03
Plancorp, LLC
INCREASED
Shares8,280 from 8,208
Change+72 (+1%)
Value$775.9K (-$15.9K)
Filed 2026-11-03
Integrated Advisors Network LLC
DECREASED
Shares8,227 from 8,715
Change-488 (-6%)
Value$681.9K (-$152.2K)
Filed 2026-10-20
Cyndeo Wealth Partners, LLC
DECREASED
Shares8,221 from 8,254
Change-33 (0%)
Value$681.4K (-$108.5K)
Filed 2026-10-16
Nikulski Financial, Inc.
DECREASED
Shares8,220 from 8,494
Change-274 (-3%)
Value$681.3K (-$131.6K)
Filed 2026-11-06
Balentine LLC
DECREASED
Shares8,201 from 8,277
Change-76 (-1%)
Value$679.8K (-$112.4K)
Filed 2026-11-03
Capital Advisors Wealth Management, LLC
DECREASED
Shares8,199 from 8,278
Change-79 (-1%)
Value$679.6K (-$112.6K)
Filed 2026-10-09
Atlas Wealth Partners, LLC
INCREASED
Shares8,027 from 7,802
Change+225 (+3%)
Value$665.4K (-$81.4K)
Filed 2026-11-03
M.E. Allison & Co., Inc.
UNCHANGED
Shares7,996 from 7,996
Change0 (0%)
Value$662.8K (-$102.5K)
Filed 2026-10-09
Partners Wealth Management, LLC
INCREASED
Shares7,992 from 4,549
Change+3,443 (+76%)
Value$662.5K (+$227.1K)
Filed 2026-10-28
Gables Capital Management Inc.
DECREASED
Shares7,992 from 8,192
Change-200 (-2%)
Value$662.5K (-$121.6K)
Filed 2026-11-04
Indivisible Partners
INCREASED
Shares7,922 from 2,943
Change+4,979 (+169%)
Value$656.7K (+$375.0K)
Filed 2026-10-26
Summit Wealth Group LLC / Co
INCREASED
Shares7,905 from 7,444
Change+461 (+6%)
Value$655.2K (-$57.3K)
Filed 2026-10-29
TCV Trust & Wealth Management, Inc.
INCREASED
Shares7,869 from 6,411
Change+1,458 (+23%)
Value$652.3K (+$38.7K)
Filed 2026-10-16
Clear Creek Financial Management, LLC
DECREASED
Shares7,867 from 8,276
Change-409 (-5%)
Value$652.1K (-$140.0K)
Filed 2026-10-28
1620 Investment Advisors, Inc.
DECREASED
Shares7,850 from 10,600
Change-2,750 (-26%)
Value$650.7K (-$363.9K)
Filed 2026-11-04
SageOak Financial, LLC
UNCHANGED
Shares7,844 from 7,844
Change0 (0%)
Value$650.2K (-$100.6K)
Filed 2026-10-19
KPP Advisory Services LLC
DECREASED
Shares7,821 from 10,635
Change-2,814 (-26%)
Value$648.3K (-$369.6K)
Filed 2026-10-26
Certified Advisory Corp
INCREASED
Shares7,815 from 7,788
Change+27 (+0%)
Value$647.8K (-$97.5K)
Filed 2026-10-29
Grant Street Asset Management, Inc.
INCREASED
Shares7,801 from 7,148
Change+653 (+9%)
Value$646.6K (-$37.5K)
Filed 2026-10-26
Successful Portfolios LLC
DECREASED
Shares7,757 from 7,975
Change-218 (-3%)
Value$650.0K (-$111.4K)
Filed 2026-10-09
Sculati Wealth Management, LLC
DECREASED
Shares7,734 from 12,077
Change-4,343 (-36%)
Value$673.2K (-$477.8K)
Filed 2026-10-19
71 West Capital Partners
DECREASED
Shares7,712 from 7,924
Change-212 (-3%)
Value$639.2K (-$119.2K)
Filed 2026-11-04
McLean Asset Management Corp
DECREASED
Shares7,702 from 7,729
Change-27 (0%)
Value$718.9K (-$11.8K)
Filed 2026-11-06
Probity Advisors, Inc.
DECREASED
Shares7,684 from 7,711
Change-27 (0%)
Value$636.9K (-$101.1K)
Filed 2026-10-23
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares7,673 from 7,745
Change-72 (-1%)
Value$636.0K (-$105.3K)
Filed 2026-10-08
Archer Investment Corp
UNCHANGED
Shares7,663 from 7,663
Change0 (0%)
Value$635.2K (-$98.2K)
Filed 2026-11-05
RIA Advisory Group LLC
DECREASED
Shares7,662 from 8,573
Change-911 (-11%)
Value$635.1K (-$185.4K)
Filed 2026-10-15
Beaumont Asset Management, L.L.C.
INCREASED
Shares7,604 from 7,570
Change+34 (+0%)
Value$630.3K (-$94.2K)
Filed 2026-10-16
Keudell ison Wealth Management
DECREASED
Shares7,587 from 7,697
Change-110 (-1%)
Value$628.9K (-$107.8K)
Filed 2026-10-16
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares7,555 from 7,555
Change0 (0%)
Value$626.2K (-$96.9K)
Filed 2026-10-26
Skyline Advisors, Inc.
UNCHANGED
Shares7,507 from 7,507
Change0 (0%)
Value$622.3K (-$96.2K)
Filed 2026-11-03
Wealth Quarterback LLC
INCREASED
Shares7,458 from 7,349
Change+109 (+1%)
Value$618.2K (-$85.2K)
Filed 2026-10-20
Daviman Financial, LLC
INCREASED
Shares7,458 from 7,397
Change+61 (+1%)
Value$618.2K (-$89.7K)
Filed 2026-11-06
Abel Hall, LLC
DECREASED
Shares7,448 from 9,189
Change-1,741 (-19%)
Value$617.3K (-$262.1K)
Filed 2026-10-19
Wilkins Miller Wealth Management, LLC
INCREASED
Shares7,410 from 7,323
Change+87 (+1%)
Value$614.2K (-$86.7K)
Filed 2026-10-13
LaFleur & Godfrey LLC
DECREASED
Shares7,384 from 7,403
Change-19 (0%)
Value$612.1K (-$96.5K)
Filed 2026-10-27
Crestwood Advisors Group, LLC
DECREASED
Shares7,353 from 8,326
Change-973 (-12%)
Value$609.5K (-$187.4K)
Filed 2026-10-27
W Advisors, LLC
INCREASED
Shares7,330 from 7,271
Change+59 (+1%)
Value$607.6K (-$88.3K)
Filed 2026-11-02
MBM Wealth Consultants, LLC
INCREASED
Shares7,313 from 6,060
Change+1,253 (+21%)
Value$606.2K (+$26.2K)
Filed 2026-10-20
Clearstead Trust, LLC
INCREASED
Shares7,310 from 7,271
Change+39 (+1%)
Value$605.9K (-$90.0K)
Filed 2026-11-06
Davidson Investment Advisors
UNCHANGED
Shares7,300 from 7,300
Change0 (0%)
Value$605.1K (-$93.6K)
Filed 2026-10-20
Garner Asset Management Corp
DECREASED
Shares7,281 from 7,669
Change-388 (-5%)
Value$674.0K (-$60.0K)
Filed 2026-10-30
Supplemental Annuity Collective Trust of NJ
INCREASED
Shares7,279 from 7,230
Change+49 (+1%)
Value$603.4K (-$88.6K)
Filed 2026-11-02
Country Trust Bank
INCREASED
Shares7,236 from 7,228
Change+8 (+0%)
Value$599.8K (-$92.0K)
Filed 2026-10-30
WMG Financial Advisors, LLC
UNCHANGED
Shares7,213 from 7,213
Change0 (0%)
Value$690.3K ($0)
Filed 2026-10-28
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares7,193 from 5,217
Change+1,976 (+38%)
Value$596.3K (+$96.9K)
Filed 2026-10-28
Stokes Capital Advisors, LLC
UNCHANGED
Shares7,183 from 7,183
Change0 (0%)
Value$595.4K (-$92.1K)
Filed 2026-10-09
Baldwin Wealth Partners LLC
UNCHANGED
Shares7,166 from 7,166
Change0 (0%)
Value$594.0K (-$91.9K)
Filed 2026-10-13
Diversified Management Inc
NEW
Shares7,144
Change+7,144
Value$592.2K
Filed 2026-10-08
Mason & Associates, LLC
UNCHANGED
Shares7,132 from 7,132
Change0 (0%)
Value$591.2K (-$91.4K)
Filed 2026-10-26
Summit Asset Management, LLC
INCREASED
Shares7,125 from 7,100
Change+25 (+0%)
Value$590.6K (-$88.9K)
Filed 2026-11-05
Shuttleworth & Co
DECREASED
Shares7,117 from 9,171
Change-2,054 (-22%)
Value$589.9K (-$287.8K)
Filed 2026-10-30
Grey Ledge Advisors, LLC
DECREASED
Shares7,102 from 8,196
Change-1,094 (-13%)
Value$588.7K (-$195.8K)
Filed 2026-11-02
BCS Wealth Management
INCREASED
Shares7,052 from 7,030
Change+22 (+0%)
Value$584.5K (-$88.3K)
Filed 2026-11-03
DB&C Advisors, LLC
INCREASED
Shares7,050 from 7,025
Change+25 (+0%)
Value$584.3K (-$88.0K)
Filed 2026-10-26
Abound Wealth Management
INCREASED
Shares7,016 from 6,920
Change+96 (+1%)
Value$581.6K (-$80.8K)
Filed 2026-10-26
Financial Enhancement Group LLC
INCREASED
Shares7,015 from 6,967
Change+48 (+1%)
Value$599.4K (-$67.5K)
Filed 2026-10-08
Formidable Asset Management, LLC
INCREASED
Shares7,012 from 5,924
Change+1,088 (+18%)
Value$671.1K (+$99.3K)
Filed 2026-11-03
Columbia Asset Management
DECREASED
Shares7,011 from 7,141
Change-130 (-2%)
Value$581.1K (-$102.3K)
Filed 2026-10-19
Wealth Dimensions Group, Ltd.
DECREASED
Shares6,978 from 7,271
Change-293 (-4%)
Value$578.4K (-$117.5K)
Filed 2026-11-02
Norden Group LLC
DECREASED
Shares6,910 from 8,103
Change-1,193 (-15%)
Value$572.8K (-$202.8K)
Filed 2026-10-20
Vista Capital Partners, Inc.
DECREASED
Shares6,906 from 8,865
Change-1,959 (-22%)
Value$572.4K (-$276.0K)
Filed 2026-11-06
Landmark Wealth Management, LLC
INCREASED
Shares6,905 from 6,901
Change+4 (+0%)
Value$572.4K (-$88.1K)
Filed 2026-11-03
Capital Asset Advisory Services LLC
INCREASED
Shares6,867 from 6,298
Change+569 (+9%)
Value$643.5K (+$40.6K)
Filed 2026-10-30
Summit Global Investments
INCREASED
Shares6,863 from 4,144
Change+2,719 (+66%)
Value$569 (-$396.4K)
Filed 2026-10-28
Sentry LLC
INCREASED
Shares6,853 from 6,851
Change+2 (+0%)
Value$568.1K (-$87.7K)
Filed 2026-10-30
Greenup Street Wealth Management LLC
DECREASED
Shares6,806 from 6,856
Change-50 (-1%)
Value$564.2K (-$92.0K)
Filed 2026-10-28
United Capital Management of KS, Inc.
INCREASED
Shares6,776 from 6,606
Change+170 (+3%)
Value$561.6K (-$70.6K)
Filed 2026-11-04
Richwood Investment Advisors, LLC
DECREASED
Shares6,743 from 6,943
Change-200 (-3%)
Value$558.9K (-$105.6K)
Filed 2026-10-30
Client 1ST Advisory Group, LLC
DECREASED
Shares6,727 from 7,089
Change-362 (-5%)
Value$557.6K (-$120.9K)
Filed 2026-10-19
Finward Bancorp
INCREASED
Shares6,724 from 6,586
Change+138 (+2%)
Value$557.4K (-$73.0K)
Filed 2026-10-14
Independent Financial Group, LLC
INCREASED
Shares6,723 from 6,125
Change+598 (+10%)
Value$557.3K (-$29.0K)
Filed 2026-10-13
Davidson Trust Co
DECREASED
Shares6,716 from 6,864
Change-148 (-2%)
Value$556.7K (-$100.3K)
Filed 2026-10-09
Good Harbor Advisors, Inc.
DECREASED
Shares6,710 from 6,740
Change-30 (0%)
Value$556.3K (-$88.9K)
Filed 2026-10-20
David J Yvars Group
DECREASED
Shares6,700 from 6,830
Change-130 (-2%)
Value$555.3K (-$98.4K)
Filed 2026-10-09
SAX Wealth Advisors, LLC
INCREASED
Shares6,695 from 6,567
Change+128 (+2%)
Value$554.9K (-$78.9K)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
DECREASED
Shares6,673 from 7,680
Change-1,007 (-13%)
Value$553.1K (-$181.9K)
Filed 2026-11-04
TritonPoint Partners, LLC
DECREASED
Shares6,640 from 6,731
Change-91 (-1%)
Value$550.4K (-$93.8K)
Filed 2026-11-05
Mccarter Private Wealth Services LLC
DECREASED
Shares6,632 from 6,647
Change-15 (0%)
Value$549.7K (-$86.5K)
Filed 2026-10-22
Avestar Capital, LLC
DECREASED
Shares6,620 from 7,373
Change-753 (-10%)
Value$548.7K (-$156.9K)
Filed 2026-10-28
Signal Advisors Wealth, LLC
INCREASED
Shares6,587 from 6,317
Change+270 (+4%)
Value$546.0K (-$58.7K)
Filed 2026-10-13
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares6,584 from 6,454
Change+130 (+2%)
Value$545.7K (-$72.0K)
Filed 2026-10-15
Univest Financial Corp
INCREASED
Shares6,583 from 6,174
Change+409 (+7%)
Value$545.7K (-$45.2K)
Filed 2026-11-05
Pictet North America Advisors SA
NEW
Shares6,561
Change+6,561
Value$543.8K
Filed 2026-10-21
Platform Technology Partners
INCREASED
Shares6,546 from 4,107
Change+2,439 (+59%)
Value$542.6K (+$149.5K)
Filed 2026-11-02
Clearwave Capital, LLC
INCREASED
Shares6,534 from 6,017
Change+517 (+9%)
Value$541.6K (-$34.4K)
Filed 2026-10-27
Tritonpoint Wealth, LLC
INCREASED
Shares6,484 from 6,479
Change+5 (+0%)
Value$537.4K (-$82.6K)
Filed 2026-10-19
PDS Planning, Inc
DECREASED
Shares6,475 from 6,492
Change-17 (0%)
Value$536.7K (-$84.6K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
DECREASED
Shares6,464 from 6,493
Change-29 (0%)
Value$535.8K (-$85.6K)
Filed 2026-10-26
ProVise Management Group, LLC
INCREASED
Shares6,451 from 6,443
Change+8 (+0%)
Value$534.7K (-$82.0K)
Filed 2026-11-06
BCR Wealth Strategies, LLC
DECREASED
Shares6,449 from 6,703
Change-254 (-4%)
Value$534.5K (-$106.5K)
Filed 2026-11-06
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares6,396 from 6,772
Change-376 (-6%)
Value$530.1K (-$118.0K)
Filed 2026-10-27
Searle & Co.
UNCHANGED
Shares6,358 from 6,358
Change0 (0%)
Value$527.0K (-$81.5K)
Filed 2026-11-04
Brown Miller Wealth Management, LLC
UNCHANGED
Shares6,358 from 6,358
Change0 (0%)
Value$527.0K (-$81.5K)
Filed 2026-11-02
Chicago Capital, LLC
UNCHANGED
Shares6,357 from 6,357
Change0 (0%)
Value$526.9K (-$81.5K)
Filed 2026-10-13
Builder Investment Group Inc
UNCHANGED
Shares6,337 from 6,337
Change0 (0%)
Value$525.3K (-$81.2K)
Filed 2026-10-22
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares6,332 from 6,332
Change0 (0%)
Value$524.9K (-$81.2K)
Filed 2026-11-06
White Lighthouse Investment Management Inc.
INCREASED
Shares6,330 from 6,309
Change+21 (+0%)
Value$524.7K (-$79.1K)
Filed 2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares6,307 from 6,246
Change+61 (+1%)
Value$522.8K (-$75.0K)
Filed 2026-10-27
Mirador Capital Partners LP
INCREASED
Shares6,265 from 6,160
Change+105 (+2%)
Value$519.3K (-$70.3K)
Filed 2026-10-09
Triad Wealth Partners, LLC
INCREASED
Shares6,238 from 5,144
Change+1,094 (+21%)
Value$517.1K (+$38.9K)
Filed 2026-10-26
Robertson Stephens Wealth Management, LLC
INCREASED
Shares6,216 from 5,270
Change+946 (+18%)
Value$515.3K (+$10.9K)
Filed 2026-10-16
Welch & Forbes LLC
UNCHANGED
Shares6,216 from 6,216
Change0 (0%)
Value$515.2K (-$79.7K)
Filed 2026-11-04
Summit Financial Wealth Advisors, LLC
INCREASED
Shares6,201 from 5,990
Change+211 (+4%)
Value$514.0K (-$59.3K)
Filed 2026-10-15
Integras Partners LLC
UNCHANGED
Shares6,198 from 6,198
Change0 (0%)
Value$513.7K (-$79.5K)
Filed 2026-10-30
Cranbrook Wealth Management, LLC
UNCHANGED
Shares6,186 from 6,186
Change0 (0%)
Value$512.8K (-$79.3K)
Filed 2026-10-28
Focused Alpha, LLC
DECREASED
Shares6,180 from 6,497
Change-317 (-5%)
Value$512.2K (-$109.6K)
Filed 2026-10-20
American National Bank & Trust
DECREASED
Shares6,151 from 6,254
Change-103 (-2%)
Value$509.9K (-$88.7K)
Filed 2026-10-07
3Chopt Investment Partners, LLC
DECREASED
Shares6,122 from 7,284
Change-1,162 (-16%)
Value$507.5K (-$189.7K)
Filed 2026-10-30
Soltis Investment Advisors LLC
INCREASED
Shares6,111 from 4,681
Change+1,430 (+31%)
Value$506.6K (+$58.5K)
Filed 2026-10-28
Nilsine Partners, LLC
DECREASED
Shares6,106 from 6,547
Change-441 (-7%)
Value$506.1K (-$120.5K)
Filed 2026-11-02
Means Investment Co., Inc.
DECREASED
Shares6,098 from 6,828
Change-730 (-11%)
Value$505.4K (-$148.1K)
Filed 2026-11-03
First Command Advisory Services, Inc.
INCREASED
Shares6,075 from 2,009
Change+4,066 (+202%)
Value$503.6K (+$311.3K)
Filed 2026-11-05
Sound Income Strategies, LLC
INCREASED
Shares6,051 from 4,930
Change+1,121 (+23%)
Value$521.3K (+$49.5K)
Filed 2026-10-09
Marathon Capital Management
DECREASED
Shares6,050 from 6,265
Change-215 (-3%)
Value$501.5K (-$98.1K)
Filed 2026-10-23
Legacy Financial Strategies, LLC
INCREASED
Shares5,994 from 5,938
Change+56 (+1%)
Value$496.9K (-$71.5K)
Filed 2026-10-15
Inscription Capital, LLC
DECREASED
Shares5,993 from 6,211
Change-218 (-4%)
Value$496.8K (-$97.7K)
Filed 2026-11-02
BankPlus Trust Department
DECREASED
Shares5,980 from 6,386
Change-406 (-6%)
Value$495.7K (-$115.5K)
Filed 2026-11-06
Fjell Capital, LLC
INCREASED
Shares5,971 from 5,526
Change+445 (+8%)
Value$494.9K (-$34.0K)
Filed 2026-10-13
Forum Financial Management, LP
DECREASED
Shares5,965 from 6,538
Change-573 (-9%)
Value$494.5K (-$131.3K)
Filed 2026-10-16
Bill Few Associates, Inc.
INCREASED
Shares5,940 from 5,925
Change+15 (+0%)
Value$492.4K (-$74.7K)
Filed 2026-10-09
PFW Advisors LLC
DECREASED
Shares5,889 from 6,048
Change-159 (-3%)
Value$488.1K (-$90.8K)
Filed 2026-10-07
Verus Financial Partners, Inc.
INCREASED
Shares5,881 from 5,854
Change+27 (+0%)
Value$487.5K (-$72.8K)
Filed 2026-10-29
Legacy Trust
INCREASED
Shares5,878 from 4,413
Change+1,465 (+33%)
Value$550.8K (+$128.5K)
Filed 2026-11-06
Cooper Financial Group
DECREASED
Shares5,878 from 6,326
Change-448 (-7%)
Value$487.2K (-$118.2K)
Filed 2026-10-07
Greg Jennings, LLC
NEW
Shares5,877
Change+5,877
Value$487.1K
Filed 2026-10-19
6th Street Advisors, LLC
INCREASED
Shares5,848 from 5,670
Change+178 (+3%)
Value$484.8K (-$57.9K)
Filed 2026-10-14
BAR Harbor Wealth Management
INCREASED
Shares5,828 from 5,706
Change+122 (+2%)
Value$483.1K (-$63.0K)
Filed 2026-10-21
Cohen Investment Advisors LLC
INCREASED
Shares5,826 from 5,557
Change+269 (+5%)
Value$482.9K (-$48.9K)
Filed 2026-10-20
Diligent Investors, LLC
INCREASED
Shares5,794 from 5,790
Change+4 (+0%)
Value$480.3K (-$73.9K)
Filed 2026-10-21
Mindset Wealth Management, LLC
DECREASED
Shares5,774 from 6,347
Change-573 (-9%)
Value$478.6K (-$128.9K)
Filed 2026-10-19
Ballew Advisors, Inc
INCREASED
Shares5,750 from 5,748
Change+2 (+0%)
Value$481.4K (-$81.7K)
Filed 2026-10-05
Gradient Investments LLC
DECREASED
Shares5,745 from 8,412
Change-2,667 (-32%)
Value$476.2K (-$328.9K)
Filed 2026-10-08
Cross Staff Investments Inc
DECREASED
Shares5,735 from 5,835
Change-100 (-2%)
Value$475.4K (-$83.1K)
Filed 2026-10-22
Hickory Point Bank & Trust
UNCHANGED
Shares5,732 from 5,732
Change0 (0%)
Value$475.1K (-$73.5K)
Filed 2026-10-01
Wealth Alliance Advisory Group, LLC
DECREASED
Shares5,731 from 6,698
Change-967 (-14%)
Value$475.0K (-$166.0K)
Filed 2026-10-14
Duncker Streett & Co Inc
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$472.4K (-$73.1K)
Filed 2026-10-27
Union Savings Bank
DECREASED
Shares5,685 from 5,952
Change-267 (-4%)
Value$471.2K (-$98.5K)
Filed 2026-10-14
Gateway Investment Advisers LLC
INCREASED
Shares5,679 from 4,299
Change+1,380 (+32%)
Value$470.7K (+$59.2K)
Filed 2026-10-13
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares5,673 from 5,673
Change0 (0%)
Value$470.2K (-$72.7K)
Filed 2026-11-02
Intrua Financial, LLC
INCREASED
Shares5,648 from 5,633
Change+15 (+0%)
Value$468.1K (-$71.0K)
Filed 2026-10-28
Syverson Strege & Co
DECREASED
Shares5,607 from 5,686
Change-79 (-1%)
Value$464.7K (-$79.4K)
Filed 2026-11-02
Atlas Brown,Inc.
INCREASED
Shares5,524 from 5,443
Change+81 (+1%)
Value$457.9K (-$63.1K)
Filed 2026-10-09
Fee-Only Financial Planning, L.C.
UNCHANGED
Shares5,518 from 5,518
Change0 (0%)
Value$457.3K (-$70.7K)
Filed 2026-10-23
Hilton Head Capital Partners, LLC
INCREASED
Shares5,509 from 5,505
Change+4 (+0%)
Value$456.7K (-$70.2K)
Filed 2026-10-23
Beacon Financial Group
DECREASED
Shares5,453 from 7,030
Change-1,577 (-22%)
Value$452.0K (-$220.8K)
Filed 2026-10-19
BOS Asset Management, LLC
INCREASED
Shares5,450 from 5,447
Change+3 (+0%)
Value$451.7K (-$69.7K)
Filed 2026-10-09
Compass Financial Management LLC
INCREASED
Shares5,444 from 5,033
Change+411 (+8%)
Value$451.2K (-$23.6K)
Filed 2026-10-30
Gainline Financial Partners, LLC
DECREASED
Shares5,424 from 5,464
Change-40 (-1%)
Value$449.6K (-$73.4K)
Filed 2026-10-15
Congress Asset Management Co
UNCHANGED
Shares5,411 from 5,411
Change0 (0%)
Value$448.5K (-$69.4K)
Filed 2026-10-06
Thrive Wealth Management, LLC
DECREASED
Shares5,391 from 5,497
Change-106 (-2%)
Value$446.8K (-$79.3K)
Filed 2026-10-13
Bath Savings Trust Co
INCREASED
Shares5,386 from 5,334
Change+52 (+1%)
Value$446.4K (-$64.1K)
Filed 2026-10-07
Shrier Wealth Management, LLC
INCREASED
Shares5,380 from 5,138
Change+242 (+5%)
Value$445.9K (-$45.9K)
Filed 2026-10-20
Wealthcare Capital Management LLC
UNCHANGED
Shares5,335 from 5,335
Change0 (0%)
Value$442.2K (-$68.4K)
Filed 2026-10-21
Investors Research Corp
DECREASED
Shares5,333 from 5,676
Change-343 (-6%)
Value$442.1K (-$101.2K)
Filed 2026-10-07
First Business Financial Services, Inc.
INCREASED
Shares5,324 from 5,311
Change+13 (+0%)
Value$441.3K (-$67.0K)
Filed 2026-10-29
Catalyst Financial Partners LLC
DECREASED
Shares5,276 from 6,300
Change-1,024 (-16%)
Value$437.3K (-$165.6K)
Filed 2026-11-06
GHP Investment Advisors, Inc.
DECREASED
Shares5,264 from 5,588
Change-324 (-6%)
Value$436.3K (-$98.5K)
Filed 2026-10-15
Gratus Wealth Advisors, LLC
DECREASED
Shares5,236 from 5,333
Change-97 (-2%)
Value$434.0K (-$76.4K)
Filed 2026-10-26
Argus Investors' Counsel, Inc.
DECREASED
Shares5,209 from 5,230
Change-21 (0%)
Value$431.8K (-$68.8K)
Filed 2026-10-09
Eastover Investment Advisors LLC
UNCHANGED
Shares5,185 from 5,185
Change0 (0%)
Value$429.8K (-$66.5K)
Filed 2026-10-05
Kathmere Capital Management, LLC
INCREASED
Shares5,174 from 5,021
Change+153 (+3%)
Value$428.9K (-$51.7K)
Filed 2026-10-20
Penobscot Investment Management Company, Inc.
INCREASED
Shares5,160 from 4,935
Change+225 (+5%)
Value$427.7K (-$44.6K)
Filed 2026-10-26
Correct Capital Wealth Management
INCREASED
Shares5,157 from 5,000
Change+157 (+3%)
Value$427.5K (-$51.1K)
Filed 2026-11-02
Camden National Bank
INCREASED
Shares5,145 from 4,944
Change+201 (+4%)
Value$426.5K (-$46.7K)
Filed 2026-11-02
Holcombe Financial, Inc.
INCREASED
Shares5,140 from 5,100
Change+40 (+1%)
Value$426.0K (-$62.1K)
Filed 2026-10-16
Nicholas Wealth, Llc.
DECREASED
Shares5,138 from 7,206
Change-2,068 (-29%)
Value$425.9K (-$263.8K)
Filed 2026-10-26
Tranquility Partners, LLC
INCREASED
Shares5,126 from 5,012
Change+114 (+2%)
Value$424.9K (-$54.8K)
Filed 2026-10-20
AMG National Trust Bank
INCREASED
Shares5,120 from 4,370
Change+750 (+17%)
Value$424.4K (+$6.1K)
Filed 2026-11-05
IVC Wealth Advisors LLC
DECREASED
Shares5,104 from 5,626
Change-522 (-9%)
Value$423.1K (-$115.4K)
Filed 2026-10-23
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares5,104 from 5,104
Change0 (0%)
Value$423.1K (-$65.4K)
Filed 2026-10-15
Wilkins Investment Counsel Inc
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$422.7K (-$65.4K)
Filed 2026-11-03
Conning Inc.
UNCHANGED
Shares5,087 from 5,087
Change0 (0%)
Value$421.7K (-$65.2K)
Filed 2026-10-27
Doliver Advisors, LP
DECREASED
Shares5,083 from 5,098
Change-15 (0%)
Value$421.3K (-$66.6K)
Filed 2026-10-01
Seven Hills Financial, LLC
NEW
Shares5,058
Change+5,058
Value$419.3K
Filed 2026-10-13
Capital Investment Counsel, Inc
UNCHANGED
Shares5,055 from 5,055
Change0 (0%)
Value$419.0K (-$64.8K)
Filed 2026-10-20
Arlington Trust Co LLC
INCREASED
Shares5,051 from 5,037
Change+14 (+0%)
Value$418.7K (-$63.4K)
Filed 2026-10-20
Valued Retirements, Inc.
INCREASED
Shares5,015 from 5,002
Change+13 (+0%)
Value$415.7K (-$63.0K)
Filed 2026-11-06
Hartford Financial Management Inc.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$414.5K (-$64.1K)
Filed 2026-10-21
Fonville Wealth Management LLC
DECREASED
Shares4,998 from 5,296
Change-298 (-6%)
Value$414.3K (-$92.6K)
Filed 2026-10-28
Values First Advisors, Inc.
DECREASED
Shares4,996 from 5,115
Change-119 (-2%)
Value$414.1K (-$75.4K)
Filed 2026-10-23
Chicago Trust Co NA
DECREASED
Shares4,982 from 5,478
Change-496 (-9%)
Value$413.0K (-$111.3K)
Filed 2026-10-28
LVM Capital Management LTD
UNCHANGED
Shares4,974 from 4,974
Change0 (0%)
Value$412.3K (+$411.8K)
Filed 2026-10-20
Fusion Capital, LLC
INCREASED
Shares4,972 from 4,932
Change+40 (+1%)
Value$412.2K (-$59.9K)
Filed 2026-10-28
Certuity, LLC
INCREASED
Shares4,944 from 4,685
Change+259 (+6%)
Value$409.8K (-$38.6K)
Filed 2026-11-02
Premier Path Wealth Partners, LLC
DECREASED
Shares4,929 from 5,875
Change-946 (-16%)
Value$408.5K (-$153.7K)
Filed 2026-10-16
Nadler Financial Group, Inc.
UNCHANGED
Shares4,922 from 4,922
Change0 (0%)
Value$408.0K (-$63.1K)
Filed 2026-10-23
Trinity Financial Advisors LLC
DECREASED
Shares4,920 from 5,493
Change-573 (-10%)
Value$407.8K (-$117.9K)
Filed 2026-10-09
AdviceOne Advisory Services, LLC
UNCHANGED
Shares4,900 from 4,900
Change0 (0%)
Value$406.2K (-$62.8K)
Filed 2026-10-19
Wynn Capital, LLC
DECREASED
Shares4,892 from 4,971
Change-79 (-2%)
Value$405.5K (-$70.3K)
Filed 2026-10-13
LEE Danner & Bass Inc
UNCHANGED
Shares4,870 from 4,870
Change0 (0%)
Value$403.7K (-$62.4K)
Filed 2026-10-27
CMG Global Holdings, LLC
DECREASED
Shares4,863 from 4,870
Change-7 (0%)
Value$403.1K (-$63.0K)
Filed 2026-10-14
RF&L Wealth Management, LLC
UNCHANGED
Shares4,852 from 4,852
Change0 (0%)
Value$402.1K (-$62.2K)
Filed 2026-10-20
Childress Capital Advisors, LLC
DECREASED
Shares4,842 from 5,383
Change-541 (-10%)
Value$401.4K (-$113.9K)
Filed 2026-10-28
Stanley-Laman Group, Ltd.
INCREASED
Shares4,833 from 4,797
Change+36 (+1%)
Value$400.6K (-$58.5K)
Filed 2026-10-20
SevenBridge Financial Group, LLC
DECREASED
Shares4,752 from 4,873
Change-121 (-2%)
Value$431.1K (-$20.6K)
Filed 2026-10-26
Rise Advisors, LLC
INCREASED
Shares4,726 from 4,450
Change+276 (+6%)
Value$391.8K (-$34.2K)
Filed 2026-10-16
Asset One Wealth Management LLC
INCREASED
Shares4,720 from 2,660
Change+2,060 (+77%)
Value$391.2K (+$139.6K)
Filed 2026-11-02
Veracity Capital LLC
INCREASED
Shares4,710 from 4,600
Change+110 (+2%)
Value$390.4K (-$49.8K)
Filed 2026-10-08
MBL Wealth, LLC
DECREASED
Shares4,694 from 6,020
Change-1,326 (-22%)
Value$389.1K (-$187.1K)
Filed 2026-10-22
BLB&B Advisors, LLC
DECREASED
Shares4,692 from 4,902
Change-210 (-4%)
Value$388.9K (-$80.3K)
Filed 2026-10-27
Prosperity Financial Group, Inc.
DECREASED
Shares4,691 from 4,777
Change-86 (-2%)
Value$388.9K (-$68.3K)
Filed 2026-10-29
Wealth Advisory Team LLC
INCREASED
Shares4,678 from 4,639
Change+39 (+1%)
Value$387.8K (-$56.2K)
Filed 2026-11-05
PFG Private Wealth Management, LLC
INCREASED
Shares4,654 from 3,895
Change+759 (+19%)
Value$385.8K (+$13.0K)
Filed 2026-10-15
Thomas Story & SON LLC
UNCHANGED
Shares4,650 from 4,650
Change0 (0%)
Value$385.4K (-$59.6K)
Filed 2026-10-13
Sara-Bay Financial
UNCHANGED
Shares4,647 from 4,647
Change0 (0%)
Value$385.2K (-$59.6K)
Filed 2026-10-21
Manske Wealth Management
UNCHANGED
Shares4,642 from 4,642
Change0 (0%)
Value$384.7K (-$59.5K)
Filed 2026-10-26
Titleist Asset Management, LLC
DECREASED
Shares4,639 from 4,802
Change-163 (-3%)
Value$384.5K (-$75.1K)
Filed 2026-10-08
Violich Capital Management, Inc.
UNCHANGED
Shares4,629 from 4,629
Change0 (0%)
Value$383.7K (-$59.3K)
Filed 2026-10-05
SteelPeak Wealth, LLC
DECREASED
Shares4,595 from 4,944
Change-349 (-7%)
Value$380.9K (-$92.3K)
Filed 2026-10-16
RDA Financial Network
INCREASED
Shares4,582 from 4,038
Change+544 (+13%)
Value$379.8K (-$6.6K)
Filed 2026-10-15
TCI Wealth Advisors, Inc.
DECREASED
Shares4,568 from 4,643
Change-75 (-2%)
Value$378.6K (-$65.7K)
Filed 2026-10-30
Victory Financial Group, LLC
INCREASED
Shares4,565 from 3,311
Change+1,254 (+38%)
Value$378.4K (+$61.5K)
Filed 2026-10-27
Rosenberg Matthew Hamilton
DECREASED
Shares4,560 from 4,654
Change-94 (-2%)
Value$378.0K (-$67.5K)
Filed 2026-10-05
Worth Financial Advisory Group, LLC
DECREASED
Shares4,550 from 4,678
Change-128 (-3%)
Value$377.2K (-$70.5K)
Filed 2026-10-19
Hummer Financial Advisory Services Inc
UNCHANGED
Shares4,550 from 4,550
Change0 (0%)
Value$377.2K (-$58.3K)
Filed 2026-10-09
Seelaus Asset Management LLC
DECREASED
Shares4,545 from 4,696
Change-151 (-3%)
Value$376.7K (-$72.7K)
Filed 2026-10-14
J. L. Bainbridge & Co., Inc.
INCREASED
Shares4,542 from 4,538
Change+4 (+0%)
Value$376.5K (-$57.9K)
Filed 2026-10-20
Zega Investments, LLC
DECREASED
Shares4,540 from 4,581
Change-41 (-1%)
Value$376.3K (-$62.1K)
Filed 2026-11-04
Bedel Financial Consulting, Inc.
UNCHANGED
Shares4,539 from 4,539
Change0 (0%)
Value$376.2K (-$58.2K)
Filed 2026-11-06
Klingman & Associates, LLC
DECREASED
Shares4,538 from 5,015
Change-477 (-10%)
Value$376.2K (-$103.8K)
Filed 2026-10-20
Armstrong Advisory Group, Inc
DECREASED
Shares4,525 from 5,351
Change-826 (-15%)
Value$375.1K (-$137.1K)
Filed 2026-10-09
Cynosure Group, LLC
DECREASED
Shares4,521 from 6,709
Change-2,188 (-33%)
Value$374.7K (-$267.4K)
Filed 2026-11-03
Syntegra Private Wealth Group, LLC
DECREASED
Shares4,509 from 4,541
Change-32 (-1%)
Value$373.8K (-$60.9K)
Filed 2026-10-13
Bullock Wealth Management Group
INCREASED
Shares4,505 from 4,437
Change+68 (+2%)
Value$376.1K (-$46.0K)
Filed 2026-10-09
Bank of New Hampshire
UNCHANGED
Shares4,502 from 4,502
Change0 (0%)
Value$373.2K (-$57.7K)
Filed 2026-10-06
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$373.0K (-$57.7K)
Filed 2026-10-21
Sigma Investment Counselors Inc
DECREASED
Shares4,498 from 5,133
Change-635 (-12%)
Value$372.8K (-$118.4K)
Filed 2026-10-27
MBE Wealth Management, LLC
INCREASED
Shares4,492 from 3,512
Change+980 (+28%)
Value$372.3K (+$36.2K)
Filed 2026-10-26
Orca Wealth Management, LLC
INCREASED
Shares4,488 from 4,487
Change+1 (+0%)
Value$372.0K (-$57.5K)
Filed 2026-10-14
Tributary Capital Management, LLC
UNCHANGED
Shares4,475 from 4,475
Change0 (0%)
Value$370.9K (-$57.4K)
Filed 2026-10-28
MCF Advisors LLC
INCREASED
Shares4,458 from 3,752
Change+706 (+19%)
Value$369.5K (+$10.4K)
Filed 2026-10-28
Heritage Wealth Management, Inc.
UNCHANGED
Shares4,456 from 4,456
Change0 (0%)
Value$369.4K (-$57.1K)
Filed 2026-10-28
Willis Investment Counsel
UNCHANGED
Shares4,447 from 4,447
Change0 (0%)
Value$368.6K (-$57.0K)
Filed 2026-10-20
Huntleigh Advisors, Inc.
INCREASED
Shares4,437 from 4,434
Change+3 (+0%)
Value$367.8K (-$56.6K)
Filed 2026-11-03
May Hill Capital, LLC
INCREASED
Shares4,429 from 4,426
Change+3 (+0%)
Value$367.2K (-$56.5K)
Filed 2026-11-03
Oslo Pensjonsforsikring AS
UNCHANGED
Shares4,423 from 4,423
Change0 (0%)
Value$366.6K (-$56.7K)
Filed 2026-10-15
Firestone Capital Management
UNCHANGED
Shares4,408 from 4,408
Change0 (0%)
Value$365.4K (-$56.5K)
Filed 2026-11-03
New Covenant Trust Company, N.A.
INCREASED
Shares4,388 from 3,363
Change+1,025 (+30%)
Value$363.7K (+$41.8K)
Filed 2026-10-08
Verus Capital Partners, LLC
INCREASED
Shares4,376 from 2,425
Change+1,951 (+80%)
Value$362.7K (+$130.6K)
Filed 2026-11-03
Annex Advisory Services, LLC
DECREASED
Shares4,360 from 5,055
Change-695 (-14%)
Value$361.4K (-$122.5K)
Filed 2026-10-16
Elmwood Wealth Management, Inc.
UNCHANGED
Shares4,350 from 4,350
Change0 (0%)
Value$360.6K (-$55.8K)
Filed 2026-10-14
Clarity Wealth Development LLC
DECREASED
Shares4,333 from 5,396
Change-1,063 (-20%)
Value$359.2K (-$157.3K)
Filed 2026-10-22
Fulton Breakefield Broenniman LLC
INCREASED
Shares4,320 from 4,291
Change+29 (+1%)
Value$358.1K (-$52.6K)
Filed 2026-11-03
Chapin Davis, Inc.
INCREASED
Shares4,319 from 4,291
Change+28 (+1%)
Value$358.0K (-$52.7K)
Filed 2026-10-09
Wealth Management Nebraska
DECREASED
Shares4,284 from 4,388
Change-104 (-2%)
Value$355.1K (-$64.9K)
Filed 2026-10-26
Leo Wealth, LLC
NEW
Shares4,270
Change+4,270
Value$353.9K
Filed 2026-10-26
Patriot Investment Management Group, Inc.
UNCHANGED
Shares4,262 from 4,262
Change0 (0%)
Value$353.3K (-$54.6K)
Filed 2026-10-15
Southland Equity Partners LLC
DECREASED
Shares4,243 from 4,293
Change-50 (-1%)
Value$351.7K (-$59.2K)
Filed 2026-10-14
Heritage Investors Management Corp
DECREASED
Shares4,237 from 4,881
Change-644 (-13%)
Value$351 (-$466.6K)
Filed 2026-10-29
Three Magnolias Financial Advisors, LLC
UNCHANGED
Shares4,237 from 4,237
Change0 (0%)
Value$351.2K (-$54.3K)
Filed 2026-10-14
GEM Asset Management, LLC
UNCHANGED
Shares4,230 from 4,230
Change0 (0%)
Value$350.6K (-$54.2K)
Filed 2026-10-13
Meridian Financial Advisors, LLC
UNCHANGED
Shares4,227 from 4,227
Change0 (0%)
Value$350.4K (-$54.2K)
Filed 2026-10-14
Bluedoor Private Wealth, LLC
DECREASED
Shares4,218 from 4,233
Change-15 (0%)
Value$349.6K (-$55.5K)
Filed 2026-11-05
Resonant Capital Advisors, LLC
DECREASED
Shares4,216 from 4,245
Change-29 (-1%)
Value$349.5K (-$56.8K)
Filed 2026-10-15
Virtue Capital Management, LLC
INCREASED
Shares4,213 from 4,148
Change+65 (+2%)
Value$349.2K (-$47.8K)
Filed 2026-10-29
Woodard & Co Asset Management Group Inc
INCREASED
Shares4,211 from 3,779
Change+432 (+11%)
Value$349.1K (-$12.6K)
Filed 2026-11-03
Radnor Capital Management, LLC
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$348.1K (-$53.8K)
Filed 2026-10-23
LCM Capital Management Inc
INCREASED
Shares4,192 from 4,191
Change+1 (+0%)
Value$347.5K (-$53.6K)
Filed 2026-10-20
Pinnacle Bancorp, Inc.
INCREASED
Shares4,188 from 4,088
Change+100 (+2%)
Value$347.1K (-$44.1K)
Filed 2026-10-21
Level Wealth Management LLC
INCREASED
Shares4,180 from 4,179
Change+1 (+0%)
Value$346.5K (-$53.4K)
Filed 2026-10-23
Members Wealth LLC
DECREASED
Shares4,165 from 4,241
Change-76 (-2%)
Value$355.9K (-$50.1K)
Filed 2026-10-20
Independence Bank of Kentucky
DECREASED
Shares4,144 from 4,264
Change-120 (-3%)
Value$343.5K (-$64.6K)
Filed 2026-10-26
Moss Adams Wealth Advisors LLC
DECREASED
Shares4,137 from 5,713
Change-1,576 (-28%)
Value$342.9K (-$203.9K)
Filed 2026-10-28
Financial Security Advisor, Inc.
DECREASED
Shares4,130 from 12,337
Change-8,207 (-67%)
Value$342.3K (-$838.4K)
Filed 2026-11-03
JB Capital LLC
INCREASED
Shares4,121 from 4,120
Change+1 (+0%)
Value$341.6K (-$52.7K)
Filed 2026-10-19
Live Oak Private Wealth LLC
INCREASED
Shares4,114 from 4,029
Change+85 (+2%)
Value$341.0K (-$44.6K)
Filed 2026-11-02
Beacon Bank & Trust
DECREASED
Shares4,095 from 4,804
Change-709 (-15%)
Value$339.4K (-$120.4K)
Filed 2026-10-27
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares4,088 from 4,088
Change0 (0%)
Value$338.9K (-$52.4K)
Filed 2026-10-23
Omni 360 Wealth, Inc.
INCREASED
Shares4,074 from 4,028
Change+46 (+1%)
Value$337.7K (-$47.8K)
Filed 2026-10-13
Hanson & Doremus Investment Management
UNCHANGED
Shares4,061 from 4,061
Change0 (0%)
Value$337 (-$388.7K)
Filed 2026-10-16
Vista Investment Partners II, LLC
DECREASED
Shares4,056 from 4,906
Change-850 (-17%)
Value$336.2K (-$133.3K)
Filed 2026-10-15
Alchemi Wealth, LLC
UNCHANGED
Shares4,041 from 4,041
Change0 (0%)
Value$335.0K (-$51.8K)
Filed 2026-11-04
Key Client Fiduciary Advisors, LLC
DECREASED
Shares4,038 from 4,155
Change-117 (-3%)
Value$334.7K (-$63.0K)
Filed 2026-10-19
United Community Bank
INCREASED
Shares4,003 from 3,065
Change+938 (+31%)
Value$331.8K (+$38.5K)
Filed 2026-10-28
Turning Point Benefit Group, Inc.
DECREASED
Shares3,979 from 4,786
Change-807 (-17%)
Value$332.1K (-$125.6K)
Filed 2026-10-28
Aspiriant, LLC
DECREASED
Shares3,978 from 5,119
Change-1,141 (-22%)
Value$329.8K (-$160.2K)
Filed 2026-10-16
Great Lakes Advisors, LLC
DECREASED
Shares3,961 from 32,151
Change-28,190 (-88%)
Value$328.3K (-$2.7M)
Filed 2026-11-06
Belleair Asset Management, LLC
INCREASED
Shares3,955 from 3,455
Change+500 (+14%)
Value$327.8K (-$2.8K)
Filed 2026-11-03
McKinley Carter Wealth Services, Inc.
DECREASED
Shares3,935 from 4,560
Change-625 (-14%)
Value$326.2K (-$110.3K)
Filed 2026-10-16
Trust Co of the South
UNCHANGED
Shares3,932 from 3,932
Change0 (0%)
Value$325.9K (-$50.4K)
Filed 2026-10-21
Harvey Investment Co LLC
INCREASED
Shares3,926 from 2,926
Change+1,000 (+34%)
Value$325 (-$279.7K)
Filed 2026-10-20
Linscomb Wealth, Inc.
DECREASED
Shares3,904 from 5,762
Change-1,858 (-32%)
Value$323.6K (-$227.9K)
Filed 2026-11-05
Trust Co of Toledo NA
DECREASED
Shares3,884 from 3,971
Change-87 (-2%)
Value$321.9K (-$58.1K)
Filed 2026-10-16
Meadow Creek Wealth Advisors LLC
INCREASED
Shares3,869 from 3,813
Change+56 (+1%)
Value$320.7K (-$44.2K)
Filed 2026-11-02
Versant Capital Management, Inc
DECREASED
Shares3,851 from 5,277
Change-1,426 (-27%)
Value$319.2K (-$185.9K)
Filed 2026-10-02
Founders Financial Securities LLC
INCREASED
Shares3,842 from 3,575
Change+267 (+7%)
Value$318.4K (-$23.8K)
Filed 2026-10-28
Cornerstone Management, Inc.
INCREASED
Shares3,804 from 3,803
Change+1 (+0%)
Value$315.3K (-$48.6K)
Filed 2026-10-16
Meridian Investment Counsel Inc.
UNCHANGED
Shares3,802 from 3,802
Change0 (0%)
Value$315.1K (-$48.7K)
Filed 2026-10-14
Ellis Investment Partners, LLC
INCREASED
Shares3,797 from 3,783
Change+14 (+0%)
Value$314.8K (-$47.4K)
Filed 2026-10-21
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares3,790 from 3,781
Change+9 (+0%)
Value$314.1K (-$47.8K)
Filed 2026-10-09
Uniting Wealth Partners, LLC
INCREASED
Shares3,787 from 3,549
Change+238 (+7%)
Value$313.9K (-$25.8K)
Filed 2026-11-06
WealthBridge Capital Management, LLC
UNCHANGED
Shares3,785 from 3,785
Change0 (0%)
Value$313.7K (-$48.5K)
Filed 2026-10-16
Narwhal Capital Management
DECREASED
Shares3,769 from 3,859
Change-90 (-2%)
Value$312.4K (-$56.9K)
Filed 2026-11-04
Symmetry Partners, LLC
DECREASED
Shares3,761 from 3,899
Change-138 (-4%)
Value$311.7K (-$61.4K)
Filed 2026-10-27
Black Diamond Financial, LLC
INCREASED
Shares3,759 from 2,159
Change+1,600 (+74%)
Value$311.6K (+$104.9K)
Filed 2026-10-26
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares3,750 from 3,761
Change-11 (0%)
Value$310.8K (-$49.1K)
Filed 2026-11-03
O'Brien Greene & Co. Inc
UNCHANGED
Shares3,750 from 3,750
Change0 (0%)
Value$310.8K (-$48.1K)
Filed 2026-11-05
Trilogy Capital Inc.
INCREASED
Shares3,741 from 3,577
Change+164 (+5%)
Value$310.1K (-$32.3K)
Filed 2026-10-20
American State Bank (Iowa)
DECREASED
Shares3,731 from 4,081
Change-350 (-9%)
Value$309.3K (-$81.3K)
Filed 2026-11-03
Bourne Lent Asset Management Inc
UNCHANGED
Shares3,731 from 3,731
Change0 (0%)
Value$309.3K (-$47.8K)
Filed 2026-11-05
Power Wealth Management LLC
INCREASED
Shares3,719 from 2,831
Change+888 (+31%)
Value$308.2K (+$37.3K)
Filed 2026-10-27
Acropolis Investment Management, LLC
DECREASED
Shares3,700 from 3,979
Change-279 (-7%)
Value$306.7K (-$74.1K)
Filed 2026-10-08
Raiffeisen Bank International AG
INCREASED
Shares3,685 from 2,156
Change+1,529 (+71%)
Value$307.4K (+$99.5K)
Filed 2026-10-28
Hardy Reed LLC
INCREASED
Shares3,683 from 3,645
Change+38 (+1%)
Value$305.3K (-$43.6K)
Filed 2026-11-06
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares3,678 from 3,780
Change-102 (-3%)
Value$304.9K (-$56.9K)
Filed 2026-10-22
55 North Private Wealth, LLC
DECREASED
Shares3,668 from 3,903
Change-235 (-6%)
Value$304.1K (-$69.5K)
Filed 2026-10-20
Thompson Investment Management, Inc.
INCREASED
Shares3,655 from 3,614
Change+41 (+1%)
Value$303.0K (-$42.9K)
Filed 2026-10-14
Curran Financial Partners, LLC
INCREASED
Shares3,651 from 3,128
Change+523 (+17%)
Value$302.6K (+$3.3K)
Filed 2026-11-04
Connecticut Capital Management Group, LLC
DECREASED
Shares3,647 from 3,675
Change-28 (-1%)
Value$302.3K (-$49.4K)
Filed 2026-10-29
Tenet Wealth Partners, LLC
DECREASED
Shares3,637 from 3,708
Change-71 (-2%)
Value$301.5K (-$56.3K)
Filed 2026-10-19
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares3,636 from 3,629
Change+7 (+0%)
Value$301.4K (-$46.0K)
Filed 2026-10-29
Ferguson Shapiro LLC
INCREASED
Shares3,635 from 3,621
Change+14 (+0%)
Value$301.3K (-$45.3K)
Filed 2026-10-16
Sovran Advisors, LLC
DECREASED
Shares3,634 from 3,855
Change-221 (-6%)
Value$338.0K (-$35.1K)
Filed 2026-11-02
Zinnia Wealth Advisory, LLC
DECREASED
Shares3,633 from 5,652
Change-2,019 (-36%)
Value$301.1K (-$239.8K)
Filed 2026-11-06
Beese Fulmer Investment Management, Inc.
INCREASED
Shares3,632 from 3,098
Change+534 (+17%)
Value$301.0K (+$4.6K)
Filed 2026-10-23
Stronghold Wealth Management L.L.C.
INCREASED
Shares3,560 from 3,553
Change+7 (+0%)
Value$295.1K (-$45.0K)
Filed 2026-10-16
Olympiad Research LP
NEW
Shares3,557
Change+3,557
Value$294.8K
Filed 2026-11-04
Bucket List Wealth Management, LLC
INCREASED
Shares3,519 from 3,516
Change+3 (+0%)
Value$291.7K (-$44.8K)
Filed 2026-10-22
Institute for Wealth Management, Llc.
UNCHANGED
Shares3,507 from 3,507
Change0 (0%)
Value$290.7K (-$45.0K)
Filed 2026-11-06
Cabot Wealth Management Inc
UNCHANGED
Shares3,505 from 3,505
Change0 (0%)
Value$290.5K (-$44.9K)
Filed 2026-11-05
Holos Integrated Wealth LLC
UNCHANGED
Shares3,503 from 3,503
Change0 (0%)
Value$312.7K (-$28.1K)
Filed 2026-10-23
FCG Investment Co
INCREASED
Shares3,502 from 3,203
Change+299 (+9%)
Value$290.3K (-$16.3K)
Filed 2026-10-13
St. Louis Trust Co
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$290.1K (-$12.2M)
Filed 2026-11-03
WealthTrust Asset Management, LLC
DECREASED
Shares3,493 from 3,595
Change-102 (-3%)
Value$289.6K (-$54.5K)
Filed 2026-10-22
Madden Securities Corp
DECREASED
Shares3,490 from 3,500
Change-10 (0%)
Value$289.3K (-$45.7K)
Filed 2026-10-27
Integris Wealth Management, LLC
UNCHANGED
Shares3,488 from 3,488
Change0 (0%)
Value$289.1K (-$44.7K)
Filed 2026-10-14
Grandview Asset Management LLC
DECREASED
Shares3,487 from 3,563
Change-76 (-2%)
Value$289.1K (-$52.0K)
Filed 2026-10-19
Relyea Zuckerberg Hanson LLC
DECREASED
Shares3,484 from 4,240
Change-756 (-18%)
Value$288.7K (-$117.0K)
Filed 2026-10-20
Alessandra Capital Management, LLC
DECREASED
Shares3,480 from 4,980
Change-1,500 (-30%)
Value$288.5K (-$188.2K)
Filed 2026-10-30
WealthPoint Financial, LLC
INCREASED
Shares3,476 from 3,302
Change+174 (+5%)
Value$288.1K (-$27.9K)
Filed 2026-11-03
Signature Equity Partners, LLC
INCREASED
Shares3,475 from 3,330
Change+145 (+4%)
Value$288.1K (-$30.6K)
Filed 2026-10-29
Cedar Mountain Advisors, LLC
INCREASED
Shares3,472 from 3,460
Change+12 (+0%)
Value$287.8K (-$43.3K)
Filed 2026-10-15
Magnolia Wealth Management, LLC
DECREASED
Shares3,466 from 3,659
Change-193 (-5%)
Value$287.3K (-$62.9K)
Filed 2026-10-16
Gunderson Capital Management LLC
INCREASED
Shares3,453 from 3,424
Change+29 (+1%)
Value$286.2K (-$41.5K)
Filed 2026-10-15
Byrne Asset Management LLC
INCREASED
Shares3,451 from 3,331
Change+120 (+4%)
Value$288.1K (-$30.8K)
Filed 2026-10-06
Financial Planning Hawaii, Inc.
INCREASED
Shares3,450 from 3,090
Change+360 (+12%)
Value$286.0K (-$9.8K)
Filed 2026-10-13
Charles Schwab Trust Co
INCREASED
Shares3,427 from 2,900
Change+527 (+18%)
Value$284.1K (+$6.5K)
Filed 2026-10-15
D'Orazio & Associates, Inc.
DECREASED
Shares3,420 from 3,979
Change-559 (-14%)
Value$283.5K (-$97.3K)
Filed 2026-11-04
Total Clarity Wealth Management, Inc.
INCREASED
Shares3,418 from 3,351
Change+67 (+2%)
Value$283.3K (-$37.4K)
Filed 2026-10-26
Good Steward Wealth Advisors,LLC
DECREASED
Shares3,416 from 3,502
Change-86 (-2%)
Value$283.2K (-$52.0K)
Filed 2026-11-06
MKT Advisors LLC
DECREASED
Shares3,402 from 3,702
Change-300 (-8%)
Value$293.1K (-$67.1K)
Filed 2026-10-20
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$281.8K (-$43.6K)
Filed 2026-10-13
Avior Wealth Management, LLC
DECREASED
Shares3,394 from 4,351
Change-957 (-22%)
Value$281.3K (-$135.0K)
Filed 2026-10-13
YHB Investment Advisors, Inc.
INCREASED
Shares3,390 from 3,338
Change+52 (+2%)
Value$281.0K (-$38.5K)
Filed 2026-10-08
Appleton Partners Inc
UNCHANGED
Shares3,375 from 3,375
Change0 (0%)
Value$280 (-$322.7K)
Filed 2026-10-30
Joel Isaacson & Co., LLC
INCREASED
Shares3,363 from 3,347
Change+16 (+0%)
Value$278.7K (-$41.6K)
Filed 2026-11-05
Richard Young Associates, Ltd.
INCREASED
Shares3,360 from 3,311
Change+49 (+1%)
Value$278.5K (-$38.4K)
Filed 2026-11-03
Alpha Omega Wealth Management LLC
INCREASED
Shares3,357 from 3,307
Change+50 (+2%)
Value$278.3K (-$38.3K)
Filed 2026-10-23
Cdkv Holdings LLC
INCREASED
Shares3,336 from 3,321
Change+15 (+0%)
Value$276.5K (-$41.3K)
Filed 2026-10-28
Gibbs Wealth Management
INCREASED
Shares3,313 from 3,298
Change+15 (+0%)
Value$274.6K (-$41.0K)
Filed 2026-10-22
World Equity Group, Inc.
DECREASED
Shares3,291 from 6,176
Change-2,885 (-47%)
Value$272.8K (-$318.9K)
Filed 2026-10-14
Westside Investment Management, Inc.
UNCHANGED
Shares3,286 from 3,286
Change0 (0%)
Value$272.9K (-$41.6K)
Filed 2026-11-02
Wedgewood Investors Inc
UNCHANGED
Shares3,285 from 3,285
Change0 (0%)
Value$272.3K (-$42.1K)
Filed 2026-10-28
Longview Financial Advisors, Inc.
DECREASED
Shares3,278 from 4,326
Change-1,048 (-24%)
Value$271.8K (-$142.2K)
Filed 2026-10-09
AA Financial Advisors, LLC
UNCHANGED
Shares3,271 from 3,271
Change0 (0%)
Value$271.1K (-$41.9K)
Filed 2026-10-19
Compass Wealth Management LLC
INCREASED
Shares3,265 from 3,150
Change+115 (+4%)
Value$270.6K (-$30.9K)
Filed 2026-10-22
Walkner Condon Financial Advisors LLC
INCREASED
Shares3,254 from 3,208
Change+46 (+1%)
Value$269.8K (-$37.3K)
Filed 2026-11-02
Moody National Bank Trust Division
UNCHANGED
Shares3,252 from 3,252
Change0 (0%)
Value$269.6K (-$41.7K)
Filed 2026-10-06
Signature Estate & Investment Advisors LLC
INCREASED
Shares3,240 from 2,959
Change+281 (+10%)
Value$268.6K (-$14.8K)
Filed 2026-10-13
Foster Group, Inc.
DECREASED
Shares3,232 from 3,319
Change-87 (-3%)
Value$267.9K (-$49.8K)
Filed 2026-10-13
Biltmore Wealth Management, LLC
INCREASED
Shares3,232 from 3,205
Change+27 (+1%)
Value$267.9K (-$38.8K)
Filed 2026-10-09
Warwick Investment Management, Inc.
DECREASED
Shares3,223 from 4,412
Change-1,189 (-27%)
Value$267.2K (-$155.1K)
Filed 2026-10-19
Capital City Trust Co
UNCHANGED
Shares3,221 from 3,221
Change0 (0%)
Value$267.0K (-$41.3K)
Filed 2026-10-22
Leslie Global Wealth, LLC
DECREASED
Shares3,217 from 3,267
Change-50 (-2%)
Value$266.7K (-$46.0K)
Filed 2026-10-26
Financial Partners Group, Inc
INCREASED
Shares3,210 from 3,149
Change+61 (+2%)
Value$266.0K (-$35.4K)
Filed 2026-10-19
Cromwell Holdings LLC
DECREASED
Shares3,208 from 3,459
Change-251 (-7%)
Value$265.9K (-$65.2K)
Filed 2026-10-28
Salomon & Ludwin, LLC
DECREASED
Shares3,205 from 3,870
Change-665 (-17%)
Value$265.7K (-$102.5K)
Filed 2026-10-29
Private Capital Advisors, Inc.
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$265.2K (-$41.0K)
Filed 2026-10-06
Gryphon Financial Partners LLC
INCREASED
Shares3,190 from 3,123
Change+67 (+2%)
Value$264.4K (-$34.5K)
Filed 2026-11-04
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares3,179 from 3,179
Change0 (0%)
Value$263.5K (-$40.8K)
Filed 2026-10-28
Genesis Private Wealth, LLC
DECREASED
Shares3,176 from 3,198
Change-22 (-1%)
Value$263.3K (-$42.8K)
Filed 2026-11-02
Eagle Wealth Strategies LLC
INCREASED
Shares3,176 from 3,166
Change+10 (+0%)
Value$263.2K (-$39.8K)
Filed 2026-10-20
Baker Boyer National Bank
DECREASED
Shares3,134 from 3,140
Change-6 (0%)
Value$259.8K (-$40.8K)
Filed 2026-11-05
Luts & Greenleigh Group, Inc.
DECREASED
Shares3,118 from 3,170
Change-52 (-2%)
Value$258.5K (-$44.9K)
Filed 2026-11-05
Parkside Financial Bank & Trust
INCREASED
Shares3,085 from 2,884
Change+201 (+7%)
Value$255.7K (-$20.3K)
Filed 2026-10-27
Sound Portfolio Advisors, LLC
UNCHANGED
Shares3,079 from 3,079
Change0 (0%)
Value$255.2K (-$39.5K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
DECREASED
Shares3,069 from 3,672
Change-603 (-16%)
Value$254.4K (-$97.1K)
Filed 2026-11-04
Latitude Advisors, LLC
INCREASED
Shares3,066 from 3,058
Change+8 (+0%)
Value$254.2K (-$38.6K)
Filed 2026-10-27
Altfest L J & Co Inc
DECREASED
Shares3,065 from 4,278
Change-1,213 (-28%)
Value$254.0K (-$155.4K)
Filed 2026-10-27
Quadrant Private Wealth Management, LLC
NEW
Shares3,057
Change+3,057
Value$253.4K
Filed 2026-11-04
Wealth Architects, LLC
INCREASED
Shares3,056 from 2,373
Change+683 (+29%)
Value$253.3K (+$26.2K)
Filed 2026-11-03
Godsey & Gibb, Inc
DECREASED
Shares3,055 from 4,543
Change-1,488 (-33%)
Value$253.2K (-$181.6K)
Filed 2026-10-14
Optivise Advisory Services LLC
INCREASED
Shares3,055 from 2,944
Change+111 (+4%)
Value$253.2K (-$28.6K)
Filed 2026-10-19
Ridgeline Wealth, LLC
INCREASED
Shares3,053 from 2,987
Change+66 (+2%)
Value$269.0K (-$16.9K)
Filed 2026-10-14
Investment Advisory Services Inc
INCREASED
Shares3,048 from 2,901
Change+147 (+5%)
Value$252.6K (-$25.0K)
Filed 2026-10-27
Brown, Lisle Ings, Inc.
DECREASED
Shares3,047 from 3,662
Change-615 (-17%)
Value$252.5K (-$98.0K)
Filed 2026-10-16
Tucker Asset Management LLC
INCREASED
Shares3,044 from 2,648
Change+396 (+15%)
Value$252.3K (-$1.1K)
Filed 2026-10-29
SkyOak Wealth, LLC
UNCHANGED
Shares3,031 from 3,031
Change0 (0%)
Value$251.2K (-$38.9K)
Filed 2026-10-28
Pekin Hardy Strauss, Inc.
DECREASED
Shares3,030 from 3,380
Change-350 (-10%)
Value$251.2K (-$72.3K)
Filed 2026-11-02
Secure Asset Management, LLC
INCREASED
Shares3,009 from 2,860
Change+149 (+5%)
Value$249.4K (-$24.3K)
Filed 2026-10-19
Investors Asset Management of Georgia Inc
UNCHANGED
Shares3,002 from 3,002
Change0 (0%)
Value$248.8K (-$38.5K)
Filed 2026-10-20
Bellecapital International Ltd.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$248.7K (-$38.5K)
Filed 2026-10-21
Asset Management Advisors, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$248.7K (-$38.5K)
Filed 2026-10-26
Miller Financial Services LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$248.7K (-$38.5K)
Filed 2026-10-20
Integrity Advisory Solutions, LLC
NEW
Shares2,990
Change+2,990
Value$247.9K
Filed 2026-10-29
Counterpoint Mutual Funds LLC
NEW
Shares2,985
Change+2,985
Value$247.4K
Filed 2026-10-16
Dutch Asset Corp
UNCHANGED
Shares2,982 from 2,982
Change0 (0%)
Value$247.2K (-$38.2K)
Filed 2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares2,973 from 2,774
Change+199 (+7%)
Value$246.5K (-$19.0K)
Filed 2026-10-14
PW Nova Financial Services LLC
DECREASED
Shares2,968 from 3,001
Change-33 (-1%)
Value$246.0K (-$41.2K)
Filed 2026-10-15
SmartHarvest Portfolios, LLC
DECREASED
Shares2,963 from 4,324
Change-1,361 (-31%)
Value$245.6K (-$168.3K)
Filed 2026-10-26
Trust Co
DECREASED
Shares2,956 from 2,962
Change-6 (0%)
Value$245.0K (-$38.5K)
Filed 2026-10-09
Goldstein Advisors, LLC
INCREASED
Shares2,948 from 2,725
Change+223 (+8%)
Value$244.4K (-$16.5K)
Filed 2026-10-15
Brown Financial Advisory
UNCHANGED
Shares2,945 from 2,945
Change0 (0%)
Value$244.1K (-$37.8K)
Filed 2026-11-05
Gilman Hill Asset Management, LLC
UNCHANGED
Shares2,920 from 2,920
Change0 (0%)
Value$242.0K (-$37.4K)
Filed 2026-10-13
Santori & Peters, Inc.
DECREASED
Shares2,906 from 2,953
Change-47 (-2%)
Value$240.9K (-$41.8K)
Filed 2026-10-26
Accredited Investors Inc.
INCREASED
Shares2,904 from 2,569
Change+335 (+13%)
Value$240.7K (-$5.2K)
Filed 2026-11-03
LexAurum Advisors, LLC
DECREASED
Shares2,904 from 3,089
Change-185 (-6%)
Value$240.7K (-$54.9K)
Filed 2026-10-19
Paradigm Asset Management Co LLC
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$240.4K (-$37.2K)
Filed 2026-11-05
Fortitude Advisory Group L.L.C.
DECREASED
Shares2,899 from 3,272
Change-373 (-11%)
Value$240.3K (-$72.9K)
Filed 2026-10-15
Jacobsen Capital Management
DECREASED
Shares2,894 from 2,903
Change-9 (0%)
Value$239.9K (-$38.0K)
Filed 2026-10-27
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares2,892 from 2,892
Change0 (0%)
Value$239.7K (-$37.1K)
Filed 2026-10-09
Keystone Financial Group, Inc.
INCREASED
Shares2,889 from 2,875
Change+14 (+0%)
Value$239.5K (-$35.6K)
Filed 2026-10-13
KRS Capital Management, LLC
INCREASED
Shares2,888 from 2,886
Change+2 (+0%)
Value$239.4K (-$36.9K)
Filed 2026-10-16
Councilmark Asset Management, LLC
UNCHANGED
Shares2,883 from 2,883
Change0 (0%)
Value$239.0K (-$37.0K)
Filed 2026-10-20
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares2,879 from 2,879
Change0 (0%)
Value$238.6K (-$36.9K)
Filed 2026-11-03
Code Waechter LLC
INCREASED
Shares2,877 from 2,676
Change+201 (+8%)
Value$238.4K (-$17.7K)
Filed 2026-10-23
Abacus Planning Group, Inc.
DECREASED
Shares2,876 from 3,038
Change-162 (-5%)
Value$238.4K (-$52.4K)
Filed 2026-11-02
Anchor Capital Advisors LLC
UNCHANGED
Shares2,875 from 2,875
Change0 (0%)
Value$238.3K (-$36.9K)
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares2,874 from 2,303
Change+571 (+25%)
Value$238.2K (+$17.7K)
Filed 2026-10-29
Princeton Global Asset Management LLC
INCREASED
Shares2,874 from 2,872
Change+2 (+0%)
Value$238.2K (-$36.6K)
Filed 2026-10-21
Beacon Investment Advisory Services, Inc.
INCREASED
Shares2,872 from 1,725
Change+1,147 (+66%)
Value$238.1K (+$73.0K)
Filed 2026-10-13
Banyan Capital Management, Inc.
DECREASED
Shares2,871 from 3,746
Change-875 (-23%)
Value$238.0K (-$120.6K)
Filed 2026-11-05
Tennessee Valley Asset Management Partners
DECREASED
Shares2,869 from 2,950
Change-81 (-3%)
Value$237.8K (-$44.5K)
Filed 2026-11-03
Legacy Advisors, LLC
DECREASED
Shares2,867 from 2,967
Change-100 (-3%)
Value$237.6K (-$46.3K)
Filed 2026-10-19
Strategic Advisors LLC
INCREASED
Shares2,859 from 2,855
Change+4 (+0%)
Value$236.9K (-$36.3K)
Filed 2026-10-13
Revolve Wealth Partners, LLC
INCREASED
Shares2,857 from 2,771
Change+86 (+3%)
Value$236.8K (-$28.4K)
Filed 2026-10-23
Harbor Capital Advisors, Inc.
NEW
Shares2,854
Change+2,854
Value$237
Filed 2026-10-22
Royal Fund Management, LLC
INCREASED
Shares2,852 from 2,829
Change+23 (+1%)
Value$236.4K (-$34.3K)
Filed 2026-10-22
PFC Capital Group, Inc.
UNCHANGED
Shares2,850 from 2,850
Change0 (0%)
Value$236.2K (-$35.8K)
Filed 2026-11-06
Adell Harriman & Carpenter Inc
NEW
Shares2,842
Change+2,842
Value$235.6K
Filed 2026-11-02
Rodgers & Associates, LTD
INCREASED
Shares2,842 from 2,818
Change+24 (+1%)
Value$235.5K (-$34.1K)
Filed 2026-10-20
Kestra Investment Management, LLC
INCREASED
Shares2,840 from 2,204
Change+636 (+29%)
Value$235.4K (+$24.5K)
Filed 2026-11-04
Value Investment Professionals, LLC
INCREASED
Shares2,832 from 2,818
Change+14 (+1%)
Value$234.7K (-$35.0K)
Filed 2026-10-13
Ipsen Advisor Group LLC
INCREASED
Shares2,825 from 2,816
Change+9 (+0%)
Value$234.1K (-$35.4K)
Filed 2026-10-29
Hardin Capital Partners, LLC
INCREASED
Shares2,825 from 2,824
Change+1 (+0%)
Value$234.2K (-$37.9K)
Filed 2026-10-09
Perpetual Ltd
INCREASED
Shares2,818 from 2,488
Change+330 (+13%)
Value$233.6K (-$4.5K)
Filed 2026-10-13
Lazari Capital Management, Inc.
DECREASED
Shares2,809 from 2,871
Change-62 (-2%)
Value$232.8K (-$42.0K)
Filed 2026-10-20
KG Capital Management
DECREASED
Shares2,808 from 2,932
Change-124 (-4%)
Value$232.8K (-$47.9K)
Filed 2026-10-15
Howard Financial Services, Ltd.
DECREASED
Shares2,805 from 3,092
Change-287 (-9%)
Value$232.5K (-$63.4K)
Filed 2026-10-15
Physicians Financial Services, Inc.
UNCHANGED
Shares2,802 from 2,802
Change0 (0%)
Value$232 (-$267.8K)
Filed 2026-11-04
Gerber, LLC
INCREASED
Shares2,799 from 2,793
Change+6 (+0%)
Value$232.0K (-$35.3K)
Filed 2026-10-21
Great Diamond Partners, LLC
DECREASED
Shares2,799 from 2,801
Change-2 (0%)
Value$232.0K (-$36.1K)
Filed 2026-10-13
Zullo Investment Group, Inc.
DECREASED
Shares2,796 from 2,913
Change-117 (-4%)
Value$231.8K (-$47.0K)
Filed 2026-10-20
Willow Creek Capital Management, Inc.
UNCHANGED
Shares2,796 from 2,796
Change0 (0%)
Value$267.6K ($0)
Filed 2026-10-16
Cultivar Capital, Inc.
DECREASED
Shares2,795 from 3,036
Change-241 (-8%)
Value$231.7K (-$58.9K)
Filed 2026-10-14
Madrona Financial Services, LLC
DECREASED
Shares2,793 from 3,360
Change-567 (-17%)
Value$231.5K (-$90.1K)
Filed 2026-10-23
Mraz, Amerine & Associates, Inc.
UNCHANGED
Shares2,792 from 2,792
Change0 (0%)
Value$231.4K (-$35.8K)
Filed 2026-10-30
Interchange Capital Partners, LLC
INCREASED
Shares2,784 from 2,268
Change+516 (+23%)
Value$230.7K (+$13.6K)
Filed 2026-10-28
Finer Wealth Management, Inc.
DECREASED
Shares2,781 from 3,382
Change-601 (-18%)
Value$230.5K (-$93.2K)
Filed 2026-10-16
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares2,773 from 2,773
Change0 (0%)
Value$229.9K (-$35.6K)
Filed 2026-11-02
Glass Wealth Management Co LLC
UNCHANGED
Shares2,770 from 2,770
Change0 (0%)
Value$229.6K (-$35.5K)
Filed 2026-10-28
Old Mission Investment Co LLC
UNCHANGED
Shares2,768 from 2,768
Change0 (0%)
Value$229.4K (-$35.5K)
Filed 2026-10-22
Davis Investment Partners, LLC
DECREASED
Shares2,746 from 2,923
Change-177 (-6%)
Value$227.6K (-$52.2K)
Filed 2026-11-05
Liberty Capital Management, Inc.
UNCHANGED
Shares2,744 from 2,744
Change0 (0%)
Value$227.5K (-$35.2K)
Filed 2026-11-02
Curated Wealth Partners LLC
NEW
Shares2,738
Change+2,738
Value$227.0K
Filed 2026-10-15
Meriwether Wealth & Planning, LLC
INCREASED
Shares2,727 from 2,712
Change+15 (+1%)
Value$226.0K (-$33.5K)
Filed 2026-10-13
Fragasso Financial Advisors Inc
DECREASED
Shares2,723 from 2,947
Change-224 (-8%)
Value$234.7K (-$47.4K)
Filed 2026-10-13
Sound Financial Strategies Group, LLC
UNCHANGED
Shares2,721 from 2,721
Change0 (0%)
Value$225.5K (-$34.9K)
Filed 2026-10-30
Pavion Blue Capital, LLC
UNCHANGED
Shares2,715 from 2,715
Change0 (0%)
Value$225.0K (-$34.8K)
Filed 2026-11-05
Dumont & Blake Investment Advisors LLC
DECREASED
Shares2,714 from 2,721
Change-7 (0%)
Value$225.0K (-$35.5K)
Filed 2026-10-28
Angeles Wealth Management, LLC
DECREASED
Shares2,712 from 2,816
Change-104 (-4%)
Value$224.8K (-$44.7K)
Filed 2026-10-26
Crew Capital Management, Ltd
UNCHANGED
Shares2,698 from 2,698
Change0 (0%)
Value$223.6K (-$34.6K)
Filed 2026-10-28
Brian LOW Financial Group, LLC
UNCHANGED
Shares2,697 from 2,697
Change0 (0%)
Value$223.6K (-$34.5K)
Filed 2026-10-28
Tuttle Capital Management, LLC
NEW
Shares2,682
Change+2,682
Value$222.3K
Filed 2026-10-21
Deseret Mutual Benefit Administrators
INCREASED
Shares2,675 from 2,598
Change+77 (+3%)
Value$221.7K (-$26.9K)
Filed 2026-11-04
Colton Groome Financial Advisors, LLC
INCREASED
Shares2,674 from 2,671
Change+3 (+0%)
Value$221.6K (-$34.1K)
Filed 2026-10-06
Almanack Investment Partners, Llc.
INCREASED
Shares2,672 from 2,601
Change+71 (+3%)
Value$221.5K (-$27.5K)
Filed 2026-11-03
Indiana Trust & Investment Management Co
DECREASED
Shares2,671 from 3,336
Change-665 (-20%)
Value$221.4K (-$97.9K)
Filed 2026-10-22
Garrett Wealth Advisory Group, LLC
DECREASED
Shares2,667 from 2,668
Change-1 (0%)
Value$221.1K (-$34.3K)
Filed 2026-10-22
Unified Investment Management
INCREASED
Shares2,665 from 2,663
Change+2 (+0%)
Value$220.9K (-$34.0K)
Filed 2026-10-14
Parcion Private Wealth LLC
INCREASED
Shares2,658 from 2,111
Change+547 (+26%)
Value$220.3K (+$18.3K)
Filed 2026-10-28
Coastline Trust Co
DECREASED
Shares2,656 from 3,073
Change-417 (-14%)
Value$220.2K (-$74.0K)
Filed 2026-10-01
Rossmore Private Capital
DECREASED
Shares2,651 from 3,024
Change-373 (-12%)
Value$219.7K (-$69.7K)
Filed 2026-10-27
Ardent Capital Management, Inc.
UNCHANGED
Shares2,648 from 2,648
Change0 (0%)
Value$219.5K (-$33.9K)
Filed 2026-10-16
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares2,646 from 4,265
Change-1,619 (-38%)
Value$219.3K (-$188.9K)
Filed 2026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares2,646 from 2,646
Change0 (0%)
Value$219.3K (-$33.9K)
Filed 2026-10-23
Nordwand Advisors, LLC
INCREASED
Shares2,645 from 2,621
Change+24 (+1%)
Value$219.2K (-$31.6K)
Filed 2026-11-05
Peoples Bank
NEW
Shares2,640
Change+2,640
Value$218.8K
Filed 2026-10-26
Enclave Advisors LLC
DECREASED
Shares2,633 from 2,783
Change-150 (-5%)
Value$218.3K (-$48.1K)
Filed 2026-10-14
Barlow Wealth Partners, LLC
UNCHANGED
Shares2,620 from 2,620
Change0 (0%)
Value$223.9K (-$28.7K)
Filed 2026-10-15
Consilium Wealth Advisory, LLC
UNCHANGED
Shares2,618 from 2,618
Change0 (0%)
Value$217.0K (-$33.6K)
Filed 2026-10-14
Brady Martz Wealth Solutions, LLC
NEW
Shares2,614
Change+2,614
Value$216.7K
Filed 2026-11-05
Advisortrust Partners, LLC
UNCHANGED
Shares2,601 from 2,601
Change0 (0%)
Value$215.6K (-$33.3K)
Filed 2026-11-02
Chickasaw Capital Management LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$215.5K (+$215.3K)
Filed 2026-10-08
Buttonwood Financial Advisors Inc.
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$215.5K (-$33.3K)
Filed 2026-10-13
Patrick M Sweeney & Associates, Inc
INCREASED
Shares2,588 from 2,513
Change+75 (+3%)
Value$214.5K (-$26.0K)
Filed 2026-10-22
Vista Investment Partners LLC
INCREASED
Shares2,587 from 2,583
Change+4 (+0%)
Value$214.4K (-$32.8K)
Filed 2026-10-08
Longboard Asset Management, LP
UNCHANGED
Shares2,573 from 2,573
Change0 (0%)
Value$213.3K (-$33.0K)
Filed 2026-10-15
Nfsg Corp
INCREASED
Shares2,565 from 2,552
Change+13 (+1%)
Value$212.6K (-$31.7K)
Filed 2026-10-15
Worth Asset Management, LLC
INCREASED
Shares2,561 from 2,094
Change+467 (+22%)
Value$212.3K (+$11.9K)
Filed 2026-10-07
XXI Wealth, LLC
DECREASED
Shares2,560 from 3,115
Change-555 (-18%)
Value$212.2K (-$85.9K)
Filed 2026-10-22
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares2,553 from 2,615
Change-62 (-2%)
Value$212 (-$249.8K)
Filed 2026-11-02
Lmcg Investments, LLC
UNCHANGED
Shares2,550 from 2,550
Change0 (0%)
Value$211.4K (-$32.7K)
Filed 2026-10-21
Aldebaran Financial Inc.
UNCHANGED
Shares2,550 from 2,550
Change0 (0%)
Value$211.4K (-$32.7K)
Filed 2026-11-06
Lewis Asset Management, LLC
UNCHANGED
Shares2,545 from 2,545
Change0 (0%)
Value$211.0K (-$32.6K)
Filed 2026-10-14
Mallini Complete Financial Planning LLC
DECREASED
Shares2,542 from 3,290
Change-748 (-23%)
Value$210.7K (-$104.2K)
Filed 2026-10-06
Mascagni Wealth Management, Inc.
INCREASED
Shares2,539 from 2,189
Change+350 (+16%)
Value$210.4K (+$958)
Filed 2026-10-23
Whalen Wealth Management Inc.
INCREASED
Shares2,536 from 2,533
Change+3 (+0%)
Value$210.2K (-$32.2K)
Filed 2026-10-08
Wealth Group, Ltd.
DECREASED
Shares2,524 from 2,802
Change-278 (-10%)
Value$209 (-$267.8K)
Filed 2026-10-30
Nova R Wealth, Inc.
DECREASED
Shares2,523 from 2,682
Change-159 (-6%)
Value$209.1K (-$47.6K)
Filed 2026-10-26
KW Wealth Management LLC
NEW
Shares2,521
Change+2,521
Value$209.0K
Filed 2026-10-28
Wedge Capital Management L L P
INCREASED
Shares2,519 from 2,423
Change+96 (+4%)
Value$208.8K (-$23.1K)
Filed 2026-10-13
Covenant Asset Management, LLC
UNCHANGED
Shares2,514 from 2,514
Change0 (0%)
Value$208.4K (-$32.2K)
Filed 2026-10-14
Samalin Investment Counsel, LLC
INCREASED
Shares2,509 from 2,501
Change+8 (+0%)
Value$208.0K (-$31.4K)
Filed 2026-10-23
S.A. Mason LLC
INCREASED
Shares2,508 from 2,483
Change+25 (+1%)
Value$207.9K (-$29.8K)
Filed 2026-10-13
Saxony Capital Management, LLC
DECREASED
Shares2,505 from 2,567
Change-62 (-2%)
Value$207.7K (-$38.0K)
Filed 2026-10-15
Enhancing Capital LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$207.2K (-$32.1K)
Filed 2026-10-26
Philip James Wealth Mangement, LLC
UNCHANGED
Shares2,497 from 2,497
Change0 (0%)
Value$207.0K (-$32.0K)
Filed 2026-10-27
Forbes J M & Co LLP
UNCHANGED
Shares2,488 from 2,488
Change0 (0%)
Value$206.2K (-$31.9K)
Filed 2026-10-16
William John Sempolinski
UNCHANGED
Shares2,488 from 2,488
Change0 (0%)
Value$206.2K (-$31.9K)
Filed 2026-10-20
Monetary Solutions, Ltd
UNCHANGED
Shares2,483 from 2,483
Change0 (0%)
Value$205.8K (-$31.8K)
Filed 2026-10-22
Keeler & Nadler Financial Planning & Wealth Management
UNCHANGED
Shares2,481 from 2,481
Change0 (0%)
Value$205.7K (-$31.8K)
Filed 2026-10-28
waypoint wealth counsel
NEW
Shares2,479
Change+2,479
Value$205.5K
Filed 2026-10-22
Reap Financial Group, LLC
INCREASED
Shares2,475 from 2,165
Change+310 (+14%)
Value$205.2K (-$2.1K)
Filed 2026-11-02
Baron Wealth Management LLC
DECREASED
Shares2,467 from 2,713
Change-246 (-9%)
Value$204.5K (-$55.2K)
Filed 2026-10-27
Cornerstone Planning Group LLC
DECREASED
Shares2,458 from 2,509
Change-51 (-2%)
Value$211.8K (-$28.6K)
Filed 2026-10-16
Sterling Wealth Management, Inc.
UNCHANGED
Shares2,457 from 2,457
Change0 (0%)
Value$203.7K (-$31.5K)
Filed 2026-10-23
Everhart Financial Group, Inc.
DECREASED
Shares2,454 from 4,003
Change-1,549 (-39%)
Value$203.4K (-$179.7K)
Filed 2026-10-08
Schorn Wealth LLC
UNCHANGED
Shares2,453 from 2,453
Change0 (0%)
Value$203.3K (-$31.4K)
Filed 2026-10-14
FSM Wealth Advisors, LLC
DECREASED
Shares2,449 from 2,573
Change-124 (-5%)
Value$211.0K (-$35.2K)
Filed 2026-10-27
Heritage Investment Group, Inc.
DECREASED
Shares2,441 from 2,445
Change-4 (0%)
Value$202.3K (-$31.7K)
Filed 2026-11-03
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares2,440 from 2,540
Change-100 (-4%)
Value$202.3K (-$40.9K)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares2,436
Change+2,436
Value$201.9K
Filed 2026-10-21
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares2,433 from 2,451
Change-18 (-1%)
Value$207.9K (-$26.7K)
Filed 2026-10-20
Live Oak Investment Partners
UNCHANGED
Shares2,422 from 2,422
Change0 (0%)
Value$200.8K (-$31.1K)
Filed 2026-10-23
First Nebraska Trust Co
NEW
Shares2,416
Change+2,416
Value$200.2K
Filed 2026-10-30
MPS Loria Financial Planners, LLC
INCREASED
Shares2,413 from 2,374
Change+39 (+2%)
Value$200.0K (-$27.2K)
Filed 2026-10-14
Harbor Investment Advisory, LLC
INCREASED
Shares2,361 from 2,323
Change+38 (+2%)
Value$195.7K (-$26.6K)
Filed 2026-10-13
William B. Walkup & Associates, Inc.
UNCHANGED
Shares2,358 from 2,358
Change0 (0%)
Value$195.5K (-$30.2K)
Filed 2026-11-05
Manchester Capital Management LLC
DECREASED
Shares2,225 from 2,362
Change-137 (-6%)
Value$184.4K (-$41.6K)
Filed 2026-10-22
Essex Investment Management Co LLC
DECREASED
Shares2,223 from 2,353
Change-130 (-6%)
Value$184.3K (-$40.9K)
Filed 2026-10-19
DT Investment Partners, LLC
UNCHANGED
Shares2,201 from 2,201
Change0 (0%)
Value$182.4K (-$28.2K)
Filed 2026-10-27
TrustBank
UNCHANGED
Shares2,194 from 2,194
Change0 (0%)
Value$181.9K (-$28.1K)
Filed 2026-10-20
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares2,155 from 2,155
Change0 (0%)
Value$178.6K (-$27.6K)
Filed 2026-10-30
Triton Wealth Management, Pllc
UNCHANGED
Shares2,143 from 2,143
Change0 (0%)
Value$202.1K (-$4.5K)
Filed 2026-11-04
Legacy Bridge, LLC
UNCHANGED
Shares2,095 from 2,095
Change0 (0%)
Value$173.7K (-$26.9K)
Filed 2026-10-28
Caitong International Asset Management Co., Ltd
DECREASED
Shares2,014 from 10,346
Change-8,332 (-81%)
Value$166.9K (-$823.3K)
Filed 2026-10-29
Alpine Bank Wealth Management
DECREASED
Shares2,010 from 2,460
Change-450 (-18%)
Value$166.6K (-$68.8K)
Filed 2026-10-16
Tower Trust & Investment Co
UNCHANGED
Shares2,006 from 2,006
Change0 (0%)
Value$166.3K (-$25.7K)
Filed 2026-10-28
Old Second National Bank of Aurora
UNCHANGED
Shares1,971 from 1,971
Change0 (0%)
Value$163.4K (-$25.3K)
Filed 2026-10-22
Y.D. More Investments Ltd
DECREASED
Shares1,923 from 2,420
Change-497 (-21%)
Value$159.4K (+$158.6K)
Filed 2026-11-02
Hager Investment Management Services, LLC
UNCHANGED
Shares1,897 from 1,897
Change0 (0%)
Value$157.2K (-$24.3K)
Filed 2026-11-04
Essential Partners LLC
INCREASED
Shares1,877 from 129
Change+1,748 (+1355%)
Value$155.6K (+$143.2K)
Filed 2026-10-14
John Boyer, Inc.
NEW
Shares1,847
Change+1,847
Value$153.2K
Filed 2026-10-27
Proathlete Wealth Management LLC
DECREASED
Shares1,829 from 1,832
Change-3 (0%)
Value$151.7K (-$23.8K)
Filed 2026-10-15
Nemes Rush Group LLC
INCREASED
Shares1,758 from 1,757
Change+1 (+0%)
Value$145.7K (-$22.4K)
Filed 2026-11-04
Community Bank, N.A.
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$145.0K (-$22.5K)
Filed 2026-11-06
Fortitude Family Office, LLC
DECREASED
Shares1,734 from 1,739
Change-5 (0%)
Value$143.7K (-$22.7K)
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares1,692 from 1,685
Change+7 (+0%)
Value$140.3K (-$21.0K)
Filed 2026-11-04
MV Capital Management, Inc.
DECREASED
Shares1,679 from 1,713
Change-34 (-2%)
Value$139.2K (-$24.8K)
Filed 2026-10-29
RMG Wealth Management LLC
UNCHANGED
Shares1,672 from 1,672
Change0 (0%)
Value$155.9K (+$1.2K)
Filed 2026-10-26
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares1,591 from 1,591
Change0 (0%)
Value$133.5K (-$23.2K)
Filed 2026-10-19
Heritage Family Offices, LLP
NEW
Shares1,547
Change+1,547
Value$128.2K
Filed 2026-11-02
Acima Private Wealth, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$124.3K (-$19.2K)
Filed 2026-10-05
Mosley Wealth Management
DECREASED
Shares1,463 from 1,564
Change-101 (-6%)
Value$130.4K (-$19.2K)
Filed 2026-10-16
Center for Financial Planning, Inc.
DECREASED
Shares1,458 from 1,459
Change-1 (0%)
Value$120.9K (-$18.7K)
Filed 2026-10-26
Financial Management Professionals, Inc.
DECREASED
Shares1,439 from 1,479
Change-40 (-3%)
Value$119.3K (-$22.3K)
Filed 2026-10-23
Capital Advisors, Ltd. LLC
DECREASED
Shares1,428 from 1,760
Change-332 (-19%)
Value$118 (-$50)
Filed 2026-10-27
Toth Financial Advisory Corp
INCREASED
Shares1,428 from 1,397
Change+31 (+2%)
Value$118.3K (-$15.4K)
Filed 2026-10-08
Community Financial Services Group, LLC
UNCHANGED
Shares1,401 from 1,401
Change0 (0%)
Value$116.9K (-$16.3K)
Filed 2026-10-15
Birch Financial Group, LLC
NEW
Shares1,382
Change+1,382
Value$114.6K
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares1,375 from 913
Change+462 (+51%)
Value$114.0K (+$26.6K)
Filed 2026-11-05
Lloyd Advisory Services, Llc.
INCREASED
Shares1,348 from 1,041
Change+307 (+29%)
Value$111.7K (+$12.0K)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
INCREASED
Shares1,332 from 982
Change+350 (+36%)
Value$110.4K (+$16.4K)
Filed 2026-10-20
Buck Wealth Strategies, LLC
INCREASED
Shares1,330 from 1,306
Change+24 (+2%)
Value$110.3K (-$14.7K)
Filed 2026-10-28
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares1,317 from 728
Change+589 (+81%)
Value$109.2K (+$39.5K)
Filed 2026-10-07
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$108.6K (-$16.8K)
Filed 2026-10-30
Avion Wealth
DECREASED
Shares1,300 from 1,348
Change-48 (-4%)
Value$107 (-$128.9K)
Filed 2026-11-04
Richardson Financial Services Inc.
INCREASED
Shares1,286 from 1,082
Change+204 (+19%)
Value$106.6K (+$3.0K)
Filed 2026-10-30
Jnba Financial Advisors
UNCHANGED
Shares1,262 from 1,262
Change0 (0%)
Value$104.6K (-$16.2K)
Filed 2026-11-03
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares1,227 from 3,274
Change-2,047 (-63%)
Value$101.7K (-$211.6K)
Filed 2026-10-07
Knights of Columbus Asset Advisors LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$99.5K (-$15.4K)
Filed 2026-11-05
Horizon Financial Services, LLC
UNCHANGED
Shares1,188 from 1,188
Change0 (0%)
Value$98.5K (-$15.2K)
Filed 2026-11-04
Barrett & Company, Inc.
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$95.3K (-$14.7K)
Filed 2026-10-22
Hughes Financial Services, LLC
DECREASED
Shares1,136 from 1,182
Change-46 (-4%)
Value$105.6K (-$7.5K)
Filed 2026-10-30
Nova Financial LLC
NEW
Shares1,128
Change+1,128
Value$93.5K
Filed 2026-11-04
Redwood Park Advisors LLC
INCREASED
Shares1,123 from 1,049
Change+74 (+7%)
Value$93.1K (-$7.3K)
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares1,117 from 1,117
Change0 (0%)
Value$92.6K (-$14.3K)
Filed 2026-11-02
Stone House Investment Management, LLC
UNCHANGED
Shares1,104 from 1,104
Change0 (0%)
Value$91.5K (-$14.2K)
Filed 2026-10-23
Gen-Wealth Partners Inc
DECREASED
Shares1,101 from 1,347
Change-246 (-18%)
Value$91.3K (-$37.7K)
Filed 2026-11-04
Clean Yield Group
INCREASED
Shares1,100 from 100
Change+1,000 (+1000%)
Value$91.2K (+$81.6K)
Filed 2026-10-28
Ares Financial Consulting, LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$91.2K (-$14.1K)
Filed 2026-10-19
Trifecta Capital Advisors, LLC
UNCHANGED
Shares1,084 from 1,084
Change0 (0%)
Value$89.9K (-$13.9K)
Filed 2026-10-21
Vision Financial Markets LLC
UNCHANGED
Shares1,068 from 1,068
Change0 (0%)
Value$89.0K (-$12.6K)
Filed 2026-10-22
POM Investment Strategies, LLC
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$87.9K (-$13.6K)
Filed 2026-10-20
Kingdom Financial Group Llc.
INCREASED
Shares1,044 from 692
Change+352 (+51%)
Value$86.5K (+$20.2K)
Filed 2026-11-04
American Capital Advisory, LLC
INCREASED
Shares1,012 from 1,009
Change+3 (+0%)
Value$83.9K (-$12.7K)
Filed 2026-10-28
Dorato Capital Management
UNCHANGED
Shares1,007 from 1,007
Change0 (0%)
Value$86.0K (-$10.2K)
Filed 2026-10-08
Kennebec Savings Bank
UNCHANGED
Shares958 from 958
Change0 (0%)
Value$79.4K (-$12.3K)
Filed 2026-10-22
Tounjian Advisory Partners, LLC
INCREASED
Shares950 from 849
Change+101 (+12%)
Value$78.7K (-$2.6K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
DECREASED
Shares946 from 1,005
Change-59 (-6%)
Value$78.4K (-$17.8K)
Filed 2026-11-05
IAG Wealth Partners, LLC
UNCHANGED
Shares926 from 926
Change0 (0%)
Value$76.7K (-$11.9K)
Filed 2026-11-06
Roxbury Financial LLC
INCREASED
Shares911 from 903
Change+8 (+1%)
Value$75.5K (-$10.9K)
Filed 2026-10-01
Valley National Advisers Inc
DECREASED
Shares893 from 929
Change-36 (-4%)
Value$74.0K (-$14.9K)
Filed 2026-10-23
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares874 from 345
Change+529 (+153%)
Value$72.4K (+$39.4K)
Filed 2026-10-16
Kozak & Associates, Inc.
INCREASED
Shares873 from 865
Change+8 (+1%)
Value$79.9K (-$2.4K)
Filed 2026-10-29
Essential Investment Partners LLC
NEW
Shares840
Change+840
Value$69.6K
Filed 2026-10-27
Chapman Financial Group, LLC
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$69.6K (-$10.8K)
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares829 from 829
Change0 (0%)
Value$68 (-$48.0K)
Filed 2026-11-04
JFS Wealth Advisors, LLC
DECREASED
Shares819 from 1,655
Change-836 (-51%)
Value$67.9K (-$90.5K)
Filed 2026-11-03
James T. Borello RIA
DECREASED
Shares805 from 867
Change-62 (-7%)
Value$66.7K (-$16.3K)
Filed 2026-10-16
Vermillion Wealth Management, Inc.
DECREASED
Shares800 from 3,055
Change-2,255 (-74%)
Value$66.3K (-$226.0K)
Filed 2026-10-26
Flagship Wealth Advisors, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$66.3K (-$10.3K)
Filed 2026-11-03
Beacon Financial Strategies Corp
DECREASED
Shares792 from 1,016
Change-224 (-22%)
Value$65.6K (-$31.6K)
Filed 2026-10-14
Olistico Wealth, LLC
INCREASED
Shares752 from 722
Change+30 (+4%)
Value$62.3K (-$6.8K)
Filed 2026-10-05
Sawyer & Company, Inc
UNCHANGED
Shares742 from 742
Change0 (0%)
Value$61.5K (-$9.5K)
Filed 2026-10-21
Fairscale Capital, LLC
INCREASED
Shares741 from 736
Change+5 (+1%)
Value$69.4K (-$1.0K)
Filed 2026-11-04
Boyd Watterson Asset Management LLC
UNCHANGED
Shares734 from 734
Change0 (0%)
Value$60.8K (-$9.4K)
Filed 2026-11-06
Ascentis Wealth Management, LLC
INCREASED
Shares710 from 600
Change+110 (+18%)
Value$58.8K (+$1.4K)
Filed 2026-11-03
Rydar Equities, Inc.
NEW
Shares707
Change+707
Value$60.4K
Filed 2026-10-13
Canton Hathaway, LLC
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$58.4K (-$9.0K)
Filed 2026-10-23
Asset Dedication, LLC
DECREASED
Shares704 from 824
Change-120 (-15%)
Value$58.4K (-$20.5K)
Filed 2026-11-03
Highline Wealth Partners LLC
DECREASED
Shares690 from 3,165
Change-2,475 (-78%)
Value$57.2K (-$245.8K)
Filed 2026-10-19
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares687 from 667
Change+20 (+3%)
Value$56.9K (-$6.9K)
Filed 2026-11-06
Owl Creek Wealth Partners LLC
DECREASED
Shares681 from 756
Change-75 (-10%)
Value$56.4K (-$15.9K)
Filed 2026-10-20
Triumph Capital Management
DECREASED
Shares667 from 689
Change-22 (-3%)
Value$55.3K (-$10.7K)
Filed 2026-10-14
Planning Strategies Inc.
INCREASED
Shares666 from 654
Change+12 (+2%)
Value$55.2K (-$7.4K)
Filed 2026-10-02
Western Pacific Wealth Management, LP
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$55.1K (-$8.5K)
Filed 2026-10-16
Global Trust Asset Management, LLC
UNCHANGED
Shares663 from 663
Change0 (0%)
Value$55.0K (-$8.5K)
Filed 2026-10-19
Birchbrook, Inc.
UNCHANGED
Shares632 from 632
Change0 (0%)
Value$52.4K (-$8.1K)
Filed 2026-10-14
WPG Advisers, LLC
INCREASED
Shares622 from 620
Change+2 (+0%)
Value$51.6K (-$7.8K)
Filed 2026-10-27
PFS Partners, LLC
INCREASED
Shares605 from 600
Change+5 (+1%)
Value$50.2K (-$7.3K)
Filed 2026-10-21
Financial Consulate, Inc
INCREASED
Shares603 from 600
Change+3 (+1%)
Value$49.9K (-$7.4K)
Filed 2026-10-23
First Bancorp, Inc
DECREASED
Shares602 from 616
Change-14 (-2%)
Value$49.9K (-$9.1K)
Filed 2026-10-26
Quintet Private Bank (Europe) S.A.
INCREASED
Shares600 from 300
Change+300 (+100%)
Value$49.7K (+$21.0K)
Filed 2026-10-08
Chung Wu Investment Group, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$49.7K (-$7.7K)
Filed 2026-11-03
CrossGen Wealth, LLC
INCREASED
Shares599 from 596
Change+3 (+1%)
Value$49.6K (-$7.4K)
Filed 2026-10-30
Bayban
UNCHANGED
Shares596 from 596
Change0 (0%)
Value$57.0K ($0)
Filed 2026-11-05
Pacifica Partners Inc.
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$48.4K (-$8.4K)
Filed 2026-10-09
Leonteq Securities AG
DECREASED
Shares575 from 680
Change-105 (-15%)
Value$47.7K (-$17.4K)
Filed 2026-10-29
Rakuten Securities, Inc.
INCREASED
Shares573 from 80
Change+493 (+616%)
Value$47.5K (+$39.8K)
Filed 2026-11-02
IFS Advisors, LLC
INCREASED
Shares569 from 348
Change+221 (+64%)
Value$47.2K (+$13.9K)
Filed 2026-10-14
Winch Advisory Services, LLC
INCREASED
Shares569 from 565
Change+4 (+1%)
Value$47.2K (-$6.8K)
Filed 2026-11-06
Tompkins Financial Corp
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$46.0K (-$7.1K)
Filed 2026-10-05
Entrust Financial LLC
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$45.2K (-$7.0K)
Filed 2026-11-04
Curat Global, LLC
UNCHANGED
Shares534 from 534
Change0 (0%)
Value$44.3K (-$6.8K)
Filed 2026-10-26
Main Street Group, LTD
DECREASED
Shares533 from 1,273
Change-740 (-58%)
Value$44.2K (-$77.7K)
Filed 2026-10-28
Rothwell Investment Advisors, LLC
NEW
Shares529
Change+529
Value$43.9K
Filed 2026-11-06
Union Bancaire Privee, UBP SA
DECREASED
Shares523 from 11,483
Change-10,960 (-95%)
Value$38.5K (-$1.0M)
Filed 2026-11-04
Hussman Strategic Advisors, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$41.4K (-$6.4K)
Filed 2026-11-02
High Note Wealth, LLC
DECREASED
Shares478 from 490
Change-12 (-2%)
Value$39.6K (-$7.3K)
Filed 2026-10-27
Key FInancial Inc
INCREASED
Shares466 from 449
Change+17 (+4%)
Value$38.6K (-$4.3K)
Filed 2026-11-02
Joseph Group Capital Management
DECREASED
Shares463 from 599
Change-136 (-23%)
Value$38.4K (-$19.0K)
Filed 2026-11-04
Ashurst Perkins Coie Trust Co
INCREASED
Shares448 from 435
Change+13 (+3%)
Value$37.1K (-$4.5K)
Filed 2026-10-15
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$37.1K (-$5.7K)
Filed 2026-11-02
Lodestone Wealth Management LLC
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$36.7K (-$5.7K)
Filed 2026-10-14
Elevation Wealth Partners, LLC
INCREASED
Shares435 from 204
Change+231 (+113%)
Value$36.1K (+$16.5K)
Filed 2026-10-07
MB, Levis & Associates, LLC
INCREASED
Shares428 from 427
Change+1 (+0%)
Value$35.5K (-$5.4K)
Filed 2026-10-16
Covestor Ltd
INCREASED
Shares418 from 405
Change+13 (+3%)
Value$35 (-$39.0K)
Filed 2026-10-30
Centerpoint Advisors, LLC
INCREASED
Shares418 from 417
Change+1 (+0%)
Value$35 (-$40.0K)
Filed 2026-11-05
Next Level Wealth Planning, LLC
NEW
Shares410
Change+410
Value$34.0K
Filed 2026-10-29
Balance Wealth Partners LLC
NEW
Shares402
Change+402
Value$33.3K
Filed 2026-10-27
First Community Trust NA
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$33.2K (-$5.1K)
Filed 2026-10-07
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares380 from 1,061
Change-681 (-64%)
Value$31.5K (-$70.1K)
Filed 2026-10-14
Chilton Capital Management LLC
UNCHANGED
Shares361 from 361
Change0 (0%)
Value$29.9K (-$4.6K)
Filed 2026-10-28
Piscataqua Savings Bank
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$28.2K (-$4.4K)
Filed 2026-10-21
Nvwm, LLC
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$27.5K (-$4.3K)
Filed 2026-10-14
Retirement Wealth Solutions LLC
INCREASED
Shares330 from 297
Change+33 (+11%)
Value$27.3K (-$1.1K)
Filed 2026-10-07
Yankcom Partnership
UNCHANGED
Shares319 from 319
Change0 (0%)
Value$26.4K (-$4.1K)
Filed 2026-10-15
Morton Brown Family Wealth, LLC
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$26.0K (-$4.0K)
Filed 2026-10-23
J.Safra Asset Management Corp
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$25.6K (-$4.0K)
Filed 2026-11-03
TFC Financial Management, Inc.
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$25.5K (-$3.9K)
Filed 2026-10-26
North Point Portfolio Managers Corp
NEW
Shares306
Change+306
Value$25.4K
Filed 2026-10-07
Adkins Seale Capital Management LLC
INCREASED
Shares306 from 305
Change+1 (+0%)
Value$25.3K (-$3.9K)
Filed 2026-10-27
Pflug Koory, LLC
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$25.4K (-$3.9K)
Filed 2026-10-26
New England Capital Financial Advisors LLC
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$25.1K (-$3.9K)
Filed 2026-11-03
Advantage Trust Co
DECREASED
Shares300 from 321
Change-21 (-7%)
Value$24.9K (-$5.9K)
Filed 2026-10-19
StrongBox Wealth, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$24.9K (-$3.8K)
Filed 2026-11-02
Guardian Partners Inc.
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$24.5K (-$3.8K)
Filed 2026-10-21
CGC Financial Services, LLC
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$24.3K (-$3.8K)
Filed 2026-10-13
Private Wealth Management Group, LLC
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$23.6K (-$3.7K)
Filed 2026-10-19
Clark Wealth Partners
DECREASED
Shares270 from 280
Change-10 (-4%)
Value$22.4K (-$4.4K)
Filed 2026-10-19
Bell Investment Advisors, Inc
DECREASED
Shares268 from 374
Change-106 (-28%)
Value$22.2K (-$13.6K)
Filed 2026-10-29
Miller Wealth Advisors, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$20.7K (-$3.2K)
Filed 2026-11-02
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$20.4K (-$3.2K)
Filed 2026-11-03
Blueline Advisors LLC
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$19.7K (-$3.1K)
Filed 2026-10-15
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares234 from 106
Change+128 (+121%)
Value$19.4K (+$9.3K)
Filed 2026-10-15
True Wealth Design, LLC
DECREASED
Shares205 from 328
Change-123 (-37%)
Value$17.0K (-$14.4K)
Filed 2026-10-13
Navigoe, LLC
DECREASED
Shares202 from 205
Change-3 (-1%)
Value$16 (-$3)
Filed 2026-11-04
Washington Trust Advisors, Inc.
DECREASED
Shares200 from 220
Change-20 (-9%)
Value$16.6K (-$4.5K)
Filed 2026-10-22
Tower View Wealth Management LLC
INCREASED
Shares199 from 197
Change+2 (+1%)
Value$16.5K (-$2.4K)
Filed 2026-10-23
Downshift Financial, LLC
INCREASED
Shares192 from 158
Change+34 (+22%)
Value$15.9K (+$793)
Filed 2026-10-13
Financial Network Wealth Advisors LLC
DECREASED
Shares192 from 195
Change-3 (-2%)
Value$15.9K (-$2.7K)
Filed 2026-10-28
Quaker Wealth Management, LLC
DECREASED
Shares192 from 194
Change-2 (-1%)
Value$15.9K (-$2.7K)
Filed 2026-10-22
Evermay Wealth Management LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$14.1K (-$2.2K)
Filed 2026-11-05
SJS Investment Consulting Inc.
DECREASED
Shares168 from 292
Change-124 (-42%)
Value$13.9K (-$14.0K)
Filed 2026-10-26
Strengthening Families & Communities, LLC
INCREASED
Shares162 from 161
Change+1 (+1%)
Value$13.4K (-$2.0K)
Filed 2026-10-21
West Branch Capital LLC
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$12.9K (-$2.0K)
Filed 2026-10-20
Burk Holdings LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$12.4K (-$1.9K)
Filed 2026-11-05
Bare Financial Services, Inc
DECREASED
Shares149 from 179
Change-30 (-17%)
Value$12.4K (-$4.8K)
Filed 2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$12.1K (-$1.9K)
Filed 2026-11-04
Steph & Co
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$11.6K (-$1.8K)
Filed 2026-10-07
Bay Harbor Wealth Management, LLC
INCREASED
Shares137 from 120
Change+17 (+14%)
Value$11.4K (-$129)
Filed 2026-11-03
Aspect Partners, LLC
DECREASED
Shares126 from 129
Change-3 (-2%)
Value$10.4K (-$1.9K)
Filed 2026-10-20
PayPay Securities Corp
INCREASED
Shares123 from 53
Change+70 (+132%)
Value$10.2K (+$5.1K)
Filed 2026-10-27
Sfam, LLC
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$10.2K (-$1.6K)
Filed 2026-11-03
Fulcrum Asset Management LLP
NEW
Shares120
Change+120
Value$10.0K
Filed 2026-11-04
Wilkerson Advisory Group LLC
DECREASED
Shares118 from 179
Change-61 (-34%)
Value$9.8K (-$7.4K)
Filed 2026-10-20
UMB Private Wealth Management, LLC
NEW
Shares102
Change+102
Value$8.5K
Filed 2026-10-19
Financial Freedom, LLC
NEW
Shares100
Change+100
Value$8.3K
Filed 2026-11-06
Pittenger & Anderson Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.3K (-$1.3K)
Filed 2026-11-02
Belvedere Trading LLC
NEW
Shares95
Change+95
Value$7.9K
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$7.5K (-$1.2K)
Filed 2026-10-15
KFG LLC
NEW
Shares86
Change+86
Value$7.1K
Filed 2026-11-02
Carolina Wealth Advisors, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$6.7K (-$1.0K)
Filed 2026-10-23
Prudent Man Investment Management, Inc.
NEW
Shares80
Change+80
Value$6.6K
Filed 2026-11-03
Fairway Wealth LLC
NEW
Shares79
Change+79
Value$6.5K
Filed 2026-10-30
Evolution Wealth Management Inc.
DECREASED
Shares76 from 205
Change-129 (-63%)
Value$6.3K (-$13.3K)
Filed 2026-10-28
AXS Investments LLC
NEW
Shares72
Change+72
Value$6.0K
Filed 2026-11-04
DecisionPoint Financial, LLC
INCREASED
Shares67 from 64
Change+3 (+5%)
Value$5.6K (-$495)
Filed 2026-10-27
Burkett Financial Services, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$5.4K (-$777)
Filed 2026-10-01
Torren Management, LLC
DECREASED
Shares59 from 61
Change-2 (-3%)
Value$4.9K (-$999)
Filed 2026-10-29
Financial Perspectives, Inc
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$4.8K (-$742)
Filed 2026-11-03
Three Bridge Wealth Advisors, LLC
NEW
Shares54
Change+54
Value$4.5K
Filed 2026-11-05
Acumen Wealth Advisors, LLC
NEW
Shares53
Change+53
Value$4.4K
Filed 2026-11-05
William Mack & Associates, Inc.
NEW
Shares52
Change+52
Value$4.3K
Filed 2026-10-27
Maseco LLP
NEW
Shares52
Change+52
Value$4.3K
Filed 2026-10-27
WestEnd Advisors, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$4.3K (-$667)
Filed 2026-10-27
Creative Capital Management Investments LLC
INCREASED
Shares48 from 26
Change+22 (+85%)
Value$4.0K (+$1.5K)
Filed 2026-10-28
Strategic Advocates LLC
DECREASED
Shares47 from 116
Change-69 (-59%)
Value$3.9K (-$7.2K)
Filed 2026-11-03
Addison Advisors LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$3.6K (-$564)
Filed 2026-11-06
Tsfg, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$4 ($0)
Filed 2026-10-23
Valued Wealth Advisors LLC
DECREASED
Shares40 from 69
Change-29 (-42%)
Value$3.3K (-$3.3K)
Filed 2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$3.2K (-$500)
Filed 2026-10-16
Rachor Investment Advisory Services, LLC
INCREASED
Shares31 from 30
Change+1 (+3%)
Value$2.5K (-$369)
Filed 2026-10-29
Hara Capital LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.8K (-$282)
Filed 2026-10-30
Signature Resources Capital Management, LLC
NEW
Shares20
Change+20
Value$1.7K
Filed 2026-10-16
Wolff Wiese Magana LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.7K (-$257)
Filed 2026-10-15
10Elms LLP
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.7K (-$256)
Filed 2026-11-06
Winthrop Capital Management, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.4K (+$1.4K)
Filed 2026-11-05
Align Financial, LLC
NEW
Shares16
Change+16
Value$1.3K
Filed 2026-10-16
IMG Wealth Management, Inc.
DECREASED
Shares15 from 105
Change-90 (-86%)
Value$1.2K (-$8.8K)
Filed 2026-10-27
Phillip James Consulting Co.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.2K (-$180)
Filed 2026-11-03
Mascoma Wealth Management LLC
DECREASED
Shares12 from 22
Change-10 (-45%)
Value$995 (-$1.1K)
Filed 2026-10-23
Breakwater Investment Management
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$498 (-$77)
Filed 2026-10-20
3 Factor Indexing, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$415 (-$64)
Filed 2026-10-15
Hoey Investments, Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$415 (-$64)
Filed 2026-10-29
Hurley Capital, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$337 (-$49)
Filed 2026-11-05
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$83 (-$13)
Filed 2026-10-15
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
CLOSED
Shares0 from 93,516
Change-93,516 (-100%)
Value$0 (-$9.0M)
Filed 2026-10-22
Wellington Shields & Co., LLC
CLOSED
Shares0 from 18,084
Change-18,084 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-03
Monument Capital Management
CLOSED
Shares0 from 9,647
Change-9,647 (-100%)
Value$0 (-$923.3K)
Filed 2026-10-09
Thor Trading Advisors, LLC
CLOSED
Shares0 from 8,707
Change-8,707 (-100%)
Value$0 (-$833.3K)
Filed 2026-11-05
GF Fund Management Co. Ltd.
CLOSED
Shares0 from 8,404
Change-8,404 (-100%)
Value$0 (-$804.3K)
Filed 2026-10-26
Iams Wealth Management, LLC
CLOSED
Shares0 from 6,552
Change-6,552 (-100%)
Value$0 (-$627.2K)
Filed 2026-10-15
Cordatus Wealth Management LLC
CLOSED
Shares0 from 6,416
Change-6,416 (-100%)
Value$0 (-$613.9K)
Filed 2026-10-19
Approach Retirement Advisors, LLC
CLOSED
Shares0 from 6,067
Change-6,067 (-100%)
Value$0 (-$580.8K)
Filed 2026-10-22
Central Bank & Trust Co
CLOSED
Shares0 from 5,934
Change-5,934 (-100%)
Value$0 (-$567.9K)
Filed 2026-10-09
OMC Financial Services LTD
CLOSED
Shares0 from 5,877
Change-5,877 (-100%)
Value$0 (-$562.5K)
Filed 2026-10-19
TBH Global Asset Management, LLC
CLOSED
Shares0 from 5,262
Change-5,262 (-100%)
Value$0 (-$503.6K)
Filed 2026-11-03
Hartline Investment Corp/
CLOSED
Shares0 from 5,260
Change-5,260 (-100%)
Value$0 (-$503.4K)
Filed 2026-10-29
4Wealth Advisors, Inc.
CLOSED
Shares0 from 4,778
Change-4,778 (-100%)
Value$0 (-$462.2K)
Filed 2026-10-13
Waycross Partners, LLC
CLOSED
Shares0 from 4,709
Change-4,709 (-100%)
Value$0 (-$450.7K)
Filed 2026-11-03
FSA Investment Group, LLC
CLOSED
Shares0 from 4,529
Change-4,529 (-100%)
Value$0 (-$433.4K)
Filed 2026-10-07
Investment House LLC
CLOSED
Shares0 from 4,100
Change-4,100 (-100%)
Value$0 (-$392.4K)
Filed 2026-10-21
Kaydan Wealth Management, Inc.
CLOSED
Shares0 from 3,051
Change-3,051 (-100%)
Value$0 (-$292.0K)
Filed 2026-10-08
Alpha Zero LLC
CLOSED
Shares0 from 3,024
Change-3,024 (-100%)
Value$0 (-$290.5K)
Filed 2026-11-06
Howland Capital Management LLC
CLOSED
Shares0 from 2,891
Change-2,891 (-100%)
Value$0 (-$276.7K)
Filed 2026-10-22
Founders Grove Wealth Partners, LLC
CLOSED
Shares0 from 2,785
Change-2,785 (-100%)
Value$0 (-$266.6K)
Filed 2026-10-16
Evanson Financial, LLC
CLOSED
Shares0 from 2,779
Change-2,779 (-100%)
Value$0 (-$266.0K)
Filed 2026-10-23
Grant Private Wealth Management Inc
CLOSED
Shares0 from 2,736
Change-2,736 (-100%)
Value$0 (-$261.9K)
Filed 2026-10-19
Caliber Wealth Management, LLC / KS
CLOSED
Shares0 from 2,710
Change-2,710 (-100%)
Value$0 (-$259.4K)
Filed 2026-11-04
Rainey & Randall Wealth Advisors Inc.
CLOSED
Shares0 from 2,675
Change-2,675 (-100%)
Value$0 (-$256.0K)
Filed 2026-10-26
Noesis Capital Mangement Corp
CLOSED
Shares0 from 2,671
Change-2,671 (-100%)
Value$0 (-$255.6K)
Filed 2026-10-26
Falcon Wealth Planning
CLOSED
Shares0 from 2,608
Change-2,608 (-100%)
Value$0 (-$249.6K)
Filed 2026-11-06
Williams Jones Wealth Management, Llc.
CLOSED
Shares0 from 2,596
Change-2,596 (-100%)
Value$0 (-$248.5K)
Filed 2026-11-05
Ferguson Wellman Capital Management, Inc
CLOSED
Shares0 from 2,592
Change-2,592 (-100%)
Value$0 (-$248.1K)
Filed 2026-10-05
Enterprise Financial Services Corp
CLOSED
Shares0 from 2,564
Change-2,564 (-100%)
Value$0 (-$245.4K)
Filed 2026-11-03
Braun-Bostich & Associates Inc.
CLOSED
Shares0 from 2,552
Change-2,552 (-100%)
Value$0 (-$244.3K)
Filed 2026-10-20
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 2,551
Change-2,551 (-100%)
Value$0 (-$244.2K)
Filed 2026-10-20
Legacy Edge Advisors, LLC
CLOSED
Shares0 from 2,529
Change-2,529 (-100%)
Value$0 (-$242.1K)
Filed 2026-11-06
Accel Wealth Management
CLOSED
Shares0 from 2,514
Change-2,514 (-100%)
Value$0 (-$240.6K)
Filed 2026-10-13
Westover Capital Advisors, LLC
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$239.3K)
Filed 2026-10-26
Alliance Wealth Advisors, LLC
CLOSED
Shares0 from 2,450
Change-2,450 (-100%)
Value$0 (-$234.5K)
Filed 2026-10-28
Thayer Partners, LLC / MA
CLOSED
Shares0 from 2,447
Change-2,447 (-100%)
Value$0 (-$234.2K)
Filed 2026-11-06
Old Peak Finance LLC
CLOSED
Shares0 from 2,446
Change-2,446 (-100%)
Value$0 (-$234.1K)
Filed 2026-11-02
Spartan Planning & Wealth Management
CLOSED
Shares0 from 2,438
Change-2,438 (-100%)
Value$0 (-$233.4K)
Filed 2026-10-13
Brighton Securities Corp.
CLOSED
Shares0 from 2,428
Change-2,428 (-100%)
Value$0 (-$232.4K)
Filed 2026-10-08
Sunpointe, LLC
CLOSED
Shares0 from 2,423
Change-2,423 (-100%)
Value$0 (-$231.9K)
Filed 2026-10-22
Earned Wealth Advisors, LLC
CLOSED
Shares0 from 2,420
Change-2,420 (-100%)
Value$0 (-$231.6K)
Filed 2026-11-06
Sapient Capital LLC
CLOSED
Shares0 from 2,419
Change-2,419 (-100%)
Value$0 (-$231.5K)
Filed 2026-10-08
Traveka Wealth, LLC
CLOSED
Shares0 from 2,404
Change-2,404 (-100%)
Value$0 (-$230.0K)
Filed 2026-10-19
Forbes Financial Planning, Inc.
CLOSED
Shares0 from 2,404
Change-2,404 (-100%)
Value$0 (-$230.1K)
Filed 2026-10-23
Innova Wealth Partners
CLOSED
Shares0 from 2,396
Change-2,396 (-100%)
Value$0 (-$229.3K)
Filed 2026-10-21
Colonial River Investments, LLC
CLOSED
Shares0 from 2,393
Change-2,393 (-100%)
Value$0 (-$229.0K)
Filed 2026-10-19
Axecap Investments, LLC
CLOSED
Shares0 from 2,393
Change-2,393 (-100%)
Value$0 (-$229.0K)
Filed 2026-10-20
Greenfield Savings Bank
CLOSED
Shares0 from 2,389
Change-2,389 (-100%)
Value$0 (-$228.7K)
Filed 2026-10-07
Partners in Financial Planning
CLOSED
Shares0 from 2,386
Change-2,386 (-100%)
Value$0 (-$228.4K)
Filed 2026-11-06
Steinberganna Wealth Management
CLOSED
Shares0 from 2,365
Change-2,365 (-100%)
Value$0 (-$226.3K)
Filed 2026-10-23
Warren Street Wealth Advisors, LLC
CLOSED
Shares0 from 2,358
Change-2,358 (-100%)
Value$0 (-$225.7K)
Filed 2026-11-04
Midland Wealth Advisors, LLC
CLOSED
Shares0 from 2,333
Change-2,333 (-100%)
Value$0 (-$223.3K)
Filed 2026-10-26
Cottage Street Advisors LLC
CLOSED
Shares0 from 2,333
Change-2,333 (-100%)
Value$0 (-$222.7K)
Filed 2026-10-19
Sonata Capital Group Inc
CLOSED
Shares0 from 2,325
Change-2,325 (-100%)
Value$0 (-$222.5K)
Filed 2026-10-19
First Citizens Financial Corp
CLOSED
Shares0 from 2,315
Change-2,315 (-100%)
Value$0 (-$221.6K)
Filed 2026-10-02
Bernicke Wealth Management, Ltd.
CLOSED
Shares0 from 2,311
Change-2,311 (-100%)
Value$0 (-$221.2K)
Filed 2026-11-06
BankPlus Wealth Management LLC
CLOSED
Shares0 from 2,310
Change-2,310 (-100%)
Value$0 (-$221.1K)
Filed 2026-10-13
Parthenon LLC
CLOSED
Shares0 from 2,307
Change-2,307 (-100%)
Value$0 (-$220.8K)
Filed 2026-10-22
Stonebridge Financial Planning Group, LLC
CLOSED
Shares0 from 2,300
Change-2,300 (-100%)
Value$0 (-$220.1K)
Filed 2026-11-06
Alamar Capital Management, LLC
CLOSED
Shares0 from 2,298
Change-2,298 (-100%)
Value$0 (-$219.9K)
Filed 2026-11-02
Private Management Group Inc
CLOSED
Shares0 from 2,288
Change-2,288 (-100%)
Value$0 (-$218.9K)
Filed 2026-11-04
Greenfield Seitz Capital Management, LLC
CLOSED
Shares0 from 2,270
Change-2,270 (-100%)
Value$0 (-$217.3K)
Filed 2026-10-29
Baring Financial LLC
CLOSED
Shares0 from 2,267
Change-2,267 (-100%)
Value$0 (-$217.0K)
Filed 2026-10-07
Bingham Private Wealth, LLC
CLOSED
Shares0 from 2,257
Change-2,257 (-100%)
Value$0 (-$216.0K)
Filed 2026-11-05
BXM Wealth LLC
CLOSED
Shares0 from 2,250
Change-2,250 (-100%)
Value$0 (-$215.3K)
Filed 2026-11-03
ACT Advisors, Llc.
CLOSED
Shares0 from 2,249
Change-2,249 (-100%)
Value$0 (-$215.3K)
Filed 2026-10-15
Emprise Bank
CLOSED
Shares0 from 2,248
Change-2,248 (-100%)
Value$0 (-$215.2K)
Filed 2026-10-07
Strategic Family Wealth Counselors, L.L.C.
CLOSED
Shares0 from 2,246
Change-2,246 (-100%)
Value$0 (-$215.0K)
Filed 2026-10-29
Bank of Stockton
CLOSED
Shares0 from 2,243
Change-2,243 (-100%)
Value$0 (-$214.7K)
Filed 2026-10-20
Garde Capital, Inc.
CLOSED
Shares0 from 2,236
Change-2,236 (-100%)
Value$0 (-$214.0K)
Filed 2026-10-29
Embree Financial Group
CLOSED
Shares0 from 2,224
Change-2,224 (-100%)
Value$0 (-$212.8K)
Filed 2026-10-22
MBA Advisors LLC
CLOSED
Shares0 from 2,213
Change-2,213 (-100%)
Value$0 (-$211.8K)
Filed 2026-10-29
FDx Advisors, Inc.
CLOSED
Shares0 from 2,211
Change-2,211 (-100%)
Value$0 (-$212.0K)
Filed 2026-11-05
Islay Capital Management, LLC
CLOSED
Shares0 from 2,203
Change-2,203 (-100%)
Value$0 (-$210.9K)
Filed 2026-10-20
Summit Financial Strategies, Inc.
CLOSED
Shares0 from 2,200
Change-2,200 (-100%)
Value$0 (-$210.6K)
Filed 2026-10-14
Altman Advisors, Inc.
CLOSED
Shares0 from 2,200
Change-2,200 (-100%)
Value$0 (-$210.6K)
Filed 2026-11-05
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 2,184
Change-2,184 (-100%)
Value$0 (-$209.0K)
Filed 2026-10-14
Opinicus Capital, Inc.
CLOSED
Shares0 from 2,183
Change-2,183 (-100%)
Value$0 (-$209.0K)
Filed 2026-10-28
Auxano Advisors, LLC
CLOSED
Shares0 from 2,174
Change-2,174 (-100%)
Value$0 (-$208.1K)
Filed 2026-11-06
Juno Financial Group LLC
CLOSED
Shares0 from 2,169
Change-2,169 (-100%)
Value$0 (-$207.6K)
Filed 2026-10-27
Gradient Capital Advisors, LLC
CLOSED
Shares0 from 2,166
Change-2,166 (-100%)
Value$0 (-$207.3K)
Filed 2026-10-21
Floyd Financial Group LLC
CLOSED
Shares0 from 2,161
Change-2,161 (-100%)
Value$0 (-$207.3K)
Filed 2026-10-28
Peoples Bank
CLOSED
Shares0 from 2,150
Change-2,150 (-100%)
Value$0 (-$205.8K)
Filed 2026-10-09
CRA Financial Services, LLC
CLOSED
Shares0 from 2,149
Change-2,149 (-100%)
Value$0 (-$205.7K)
Filed 2026-10-16
Wealth Science Advisors LLC
CLOSED
Shares0 from 2,145
Change-2,145 (-100%)
Value$0 (-$205.3K)
Filed 2026-10-09
Guardian Wealth Management, LLC
CLOSED
Shares0 from 2,142
Change-2,142 (-100%)
Value$0 (-$205.0K)
Filed 2026-10-14
Security Financial Services, Inc.
CLOSED
Shares0 from 2,140
Change-2,140 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-29
Obermeyer Wealth Partners
CLOSED
Shares0 from 2,139
Change-2,139 (-100%)
Value$0 (-$204.7K)
Filed 2026-10-21
AGH Wealth Advisors, LLC
CLOSED
Shares0 from 2,126
Change-2,126 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-26
Fagan Associates, Inc.
CLOSED
Shares0 from 2,124
Change-2,124 (-100%)
Value$0 (-$203.3K)
Filed 2026-10-13
Newman Dignan & Sheerar, Inc.
CLOSED
Shares0 from 2,123
Change-2,123 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-21
Haven Capital Group, Inc.
CLOSED
Shares0 from 2,113
Change-2,113 (-100%)
Value$0 (-$202.2K)
Filed 2026-10-13
Searcy Financial Services Inc
CLOSED
Shares0 from 2,101
Change-2,101 (-100%)
Value$0 (-$201.1K)
Filed 2026-10-07
Heritage Wealth Management, Inc. s
CLOSED
Shares0 from 2,100
Change-2,100 (-100%)
Value$0 (-$201.0K)
Filed 2026-11-06
Private Wealth Partners, LLC
CLOSED
Shares0 from 2,100
Change-2,100 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-22
Artesa Financial Group, LLC
CLOSED
Shares0 from 2,091
Change-2,091 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-29
Advocate Investing Services LLC
CLOSED
Shares0 from 529
Change-529 (-100%)
Value$0 (-$50.7K)
Filed 2026-10-26
Gill Capital Partners, LLC
CLOSED
Shares0 from 376
Change-376 (-100%)
Value$0 (-$36.0K)
Filed 2026-10-13
Reyes Financial Architecture, Inc.
CLOSED
Shares0 from 295
Change-295 (-100%)
Value$0 (-$28.2K)
Filed 2026-10-22
Marquette Asset Management, LLC
CLOSED
Shares0 from 283
Change-283 (-100%)
Value$0 (-$27.1K)
Filed 2026-10-09
Bullseye Investment Management, LLC
CLOSED
Shares0 from 271
Change-271 (-100%)
Value$0 (-$25.9K)
Filed 2026-10-29
Summit Securities Group LLC
CLOSED
Shares0 from 261
Change-261 (-100%)
Value$0 (-$25.0K)
Filed 2026-11-05
Wellington Grp LLC
CLOSED
Shares0 from 236
Change-236 (-100%)
Value$0 (-$22.8K)
Filed 2026-11-06
Robinswood Financial LLC
CLOSED
Shares0 from 184
Change-184 (-100%)
Value$0 (-$17.7K)
Filed 2026-10-20
Mowery & Schoenfeld Wealth Management, LLC
CLOSED
Shares0 from 147
Change-147 (-100%)
Value$0 (-$14.1K)
Filed 2026-10-28
Obsidian CIO, LLC
CLOSED
Shares0 from 141
Change-141 (-100%)
Value$0 (-$13.5K)
Filed 2026-11-05
Activest Wealth Management
CLOSED
Shares0 from 137
Change-137 (-100%)
Value$0 (-$13.1K)
Filed 2026-10-15
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 104
Change-104 (-100%)
Value$0 (-$10.0K)
Filed 2026-11-03
SBK Financial, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$9.6K)
Filed 2026-11-02
Brooklyn FI, LLC
CLOSED
Shares0 from 87
Change-87 (-100%)
Value$0 (-$8.3K)
Filed 2026-11-05
Peterson Wealth Services
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-26
Whipplewood Advisors, LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-20
Your Advocates Ltd., LLP
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.9K)
Filed 2026-11-03
Nvest Wealth Strategies, Inc.
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-14
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-23
CKW Financial Group
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$1)
Filed 2026-10-29
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$656)
Filed 2026-10-16
Central Pacific Bank - Trust Division
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$479)
Filed 2026-10-06
Evolution Advisers, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-06
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$218.3K (+$3.4K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 92,990,716
Change-92,990,716 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 73,665,124
Change-73,665,124 (-100%)
Value—
State Street Corp
N/A
Shares— from 64,809,708
Change-64,809,708 (-100%)
Value—
Capital World Investors
N/A
Shares— from 62,518,698
Change-62,518,698 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 46,415,904
Change-46,415,904 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 32,778,201
Change-32,778,201 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 27,023,691
Change-27,023,691 (-100%)
Value—
FMR LLC
N/A
Shares— from 22,537,244
Change-22,537,244 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 16,561,908
Change-16,561,908 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 14,582,492
Change-14,582,492 (-100%)
Value—
Norges Bank
N/A
Shares— from 14,358,862
Change-14,358,862 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 13,831,354
Change-13,831,354 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,539,685
Change-13,539,685 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 9,755,332
Change-9,755,332 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 9,568,912
Change-9,568,912 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,721,450
Change-8,721,450 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,392,512
Change-8,392,512 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 7,703,017
Change-7,703,017 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 7,386,604
Change-7,386,604 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 6,330,286
Change-6,330,286 (-100%)
Value—
Boston Partners
N/A
Shares— from 6,174,426
Change-6,174,426 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,681,674
Change-5,681,674 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 5,577,317
Change-5,577,317 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 5,519,410
Change-5,519,410 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,306,728
Change-4,306,728 (-100%)
Value—
LuminArx Capital Management LP
N/A
Shares— from 4,000,000
Change-4,000,000 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,967,302
Change-3,967,302 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,702,217
Change-3,702,217 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,306,209
Change-3,306,209 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 3,179,600
Change-3,179,600 (-100%)
Value—
National Pension Service
N/A
Shares— from 2,932,978
Change-2,932,978 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,860,777
Change-2,860,777 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 2,856,478
Change-2,856,478 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,513,008
Change-2,513,008 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 2,434,744
Change-2,434,744 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,431,833
Change-2,431,833 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 2,392,608
Change-2,392,608 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 2,320,369
Change-2,320,369 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 2,032,644
Change-2,032,644 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,992,743
Change-1,992,743 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 1,967,290
Change-1,967,290 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,936,635
Change-1,936,635 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 1,932,339
Change-1,932,339 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 1,870,949
Change-1,870,949 (-100%)
Value—
Energy Income Partners, LLC
N/A
Shares— from 1,735,602
Change-1,735,602 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,697,019
Change-1,697,019 (-100%)
Value—
Soroban Capital Partners LP
N/A
Shares— from 1,688,287
Change-1,688,287 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,652,536
Change-1,652,536 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,642,660
Change-1,642,660 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,634,931
Change-1,634,931 (-100%)
Value—
Cbre Investment Management Listed Real Assets LLC
N/A
Shares— from 1,496,314
Change-1,496,314 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,476,938
Change-1,476,938 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 1,457,085
Change-1,457,085 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,407,819
Change-1,407,819 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,347,359
Change-1,347,359 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,312,265
Change-1,312,265 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,173,137
Change-1,173,137 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,139,024
Change-1,139,024 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 1,126,072
Change-1,126,072 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,067,608
Change-1,067,608 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,067,217
Change-1,067,217 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,064,958
Change-1,064,958 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,037,823
Change-1,037,823 (-100%)
Value—
Capital International Investors
N/A
Shares— from 1,036,760
Change-1,036,760 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,033,775
Change-1,033,775 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 964,398
Change-964,398 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 954,653
Change-954,653 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 946,207
Change-946,207 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 846,178
Change-846,178 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 819,582
Change-819,582 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 811,142
Change-811,142 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 756,114
Change-756,114 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 745,415
Change-745,415 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 707,473
Change-707,473 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 704,100
Change-704,100 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 701,019
Change-701,019 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 700,173
Change-700,173 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 691,562
Change-691,562 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 684,551
Change-684,551 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 678,449
Change-678,449 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 646,054
Change-646,054 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 621,416
Change-621,416 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 609,584
Change-609,584 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 598,052
Change-598,052 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 593,182
Change-593,182 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 592,268
Change-592,268 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 582,353
Change-582,353 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 548,439
Change-548,439 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 542,307
Change-542,307 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 532,507
Change-532,507 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 522,424
Change-522,424 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 512,138
Change-512,138 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 508,415
Change-508,415 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 495,642
Change-495,642 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 491,161
Change-491,161 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 480,883
Change-480,883 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 463,111
Change-463,111 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 456,982
Change-456,982 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 449,136
Change-449,136 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 434,991
Change-434,991 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 430,244
Change-430,244 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 429,658
Change-429,658 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 425,524
Change-425,524 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 421,712
Change-421,712 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 417,952
Change-417,952 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 411,844
Change-411,844 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 411,155
Change-411,155 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 402,657
Change-402,657 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 401,627
Change-401,627 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 392,021
Change-392,021 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 379,515
Change-379,515 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 375,232
Change-375,232 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 362,724
Change-362,724 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 355,146
Change-355,146 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 347,945
Change-347,945 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 347,316
Change-347,316 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 342,150
Change-342,150 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 329,018
Change-329,018 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 326,394
Change-326,394 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 325,851
Change-325,851 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 321,853
Change-321,853 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 314,488
Change-314,488 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 309,176
Change-309,176 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 308,433
Change-308,433 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 303,736
Change-303,736 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 298,169
Change-298,169 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 297,547
Change-297,547 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 292,936
Change-292,936 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 287,618
Change-287,618 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 281,598
Change-281,598 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 279,824
Change-279,824 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 275,457
Change-275,457 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 268,847
Change-268,847 (-100%)
Value—
Shaolin Capital Management LLC
N/A
Shares— from 262,895
Change-262,895 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 262,779
Change-262,779 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 262,546
Change-262,546 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 261,561
Change-261,561 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 257,921
Change-257,921 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 256,903
Change-256,903 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 249,562
Change-249,562 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 246,048
Change-246,048 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 242,161
Change-242,161 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 241,005
Change-241,005 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 232,360
Change-232,360 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 230,310
Change-230,310 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 229,231
Change-229,231 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 228,779
Change-228,779 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 210,975
Change-210,975 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 210,938
Change-210,938 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 209,303
Change-209,303 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 208,779
Change-208,779 (-100%)
Value—
Aventail Capital Group, LP
N/A
Shares— from 206,880
Change-206,880 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 206,301
Change-206,301 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 202,906
Change-202,906 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 197,585
Change-197,585 (-100%)
Value—
&partners
N/A
Shares— from 196,930
Change-196,930 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 193,731
Change-193,731 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 188,777
Change-188,777 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 187,989
Change-187,989 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 187,404
Change-187,404 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 183,056
Change-183,056 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 181,563
Change-181,563 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 176,421
Change-176,421 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 174,167
Change-174,167 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 171,346
Change-171,346 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 171,203
Change-171,203 (-100%)
Value—
Aequim Alternative Investments LP
N/A
Shares— from 170,082
Change-170,082 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 169,617
Change-169,617 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 169,090
Change-169,090 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 167,983
Change-167,983 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 167,168
Change-167,168 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 164,406
Change-164,406 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 161,372
Change-161,372 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 160,532
Change-160,532 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 155,704
Change-155,704 (-100%)
Value—
Commerce Bank
N/A
Shares— from 154,685
Change-154,685 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 153,814
Change-153,814 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 150,547
Change-150,547 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 150,242
Change-150,242 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 148,316
Change-148,316 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 141,796
Change-141,796 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 140,045
Change-140,045 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 139,081
Change-139,081 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 138,398
Change-138,398 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 137,163
Change-137,163 (-100%)
Value—
Blair William & Co
N/A
Shares— from 134,778
Change-134,778 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 132,949
Change-132,949 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 126,114
Change-126,114 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 124,515
Change-124,515 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 121,840
Change-121,840 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 120,975
Change-120,975 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 120,111
Change-120,111 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 119,696
Change-119,696 (-100%)
Value—
Stephens Inc
N/A
Shares— from 118,573
Change-118,573 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 117,350
Change-117,350 (-100%)
Value—
Capital Innovations LLC
N/A
Shares— from 115,871
Change-115,871 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 114,679
Change-114,679 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 114,388
Change-114,388 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 114,238
Change-114,238 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 112,262
Change-112,262 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 111,990
Change-111,990 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 109,458
Change-109,458 (-100%)
Value—
Sagefield Capital LP
N/A
Shares— from 107,785
Change-107,785 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 105,995
Change-105,995 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 104,184
Change-104,184 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 103,571
Change-103,571 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 98,824
Change-98,824 (-100%)
Value—
FIL Ltd
N/A
Shares— from 98,405
Change-98,405 (-100%)
Value—
Windle Wealth, LLC
N/A
Shares— from 98,225
Change-98,225 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 96,869
Change-96,869 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 94,918
Change-94,918 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 94,864
Change-94,864 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 94,275
Change-94,275 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 93,428
Change-93,428 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 92,809
Change-92,809 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 92,556
Change-92,556 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 92,115
Change-92,115 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 90,779
Change-90,779 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 90,336
Change-90,336 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 89,127
Change-89,127 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 88,204
Change-88,204 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 86,588
Change-86,588 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 86,522
Change-86,522 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 85,856
Change-85,856 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 85,436
Change-85,436 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 83,999
Change-83,999 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 82,851
Change-82,851 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 82,828
Change-82,828 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 82,800
Change-82,800 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 82,226
Change-82,226 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 82,207
Change-82,207 (-100%)
Value—
Simmons Bank
N/A
Shares— from 81,775
Change-81,775 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 81,604
Change-81,604 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 81,463
Change-81,463 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 81,173
Change-81,173 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 80,367
Change-80,367 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 80,351
Change-80,351 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 79,866
Change-79,866 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 78,911
Change-78,911 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 78,838
Change-78,838 (-100%)
Value—
Allstate Corp
N/A
Shares— from 77,975
Change-77,975 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 76,871
Change-76,871 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 76,665
Change-76,665 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 76,426
Change-76,426 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 76,038
Change-76,038 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 74,701
Change-74,701 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 74,550
Change-74,550 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 74,294
Change-74,294 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 73,996
Change-73,996 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 73,922
Change-73,922 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 73,527
Change-73,527 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 73,180
Change-73,180 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 72,692
Change-72,692 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 72,559
Change-72,559 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 71,147
Change-71,147 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 70,759
Change-70,759 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 70,508
Change-70,508 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 69,691
Change-69,691 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 69,564
Change-69,564 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 68,598
Change-68,598 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 67,566
Change-67,566 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 66,995
Change-66,995 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 66,567
Change-66,567 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 66,158
Change-66,158 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 65,921
Change-65,921 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 62,514
Change-62,514 (-100%)
Value—
Prudential PLC
N/A
Shares— from 61,381
Change-61,381 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 60,081
Change-60,081 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 57,061
Change-57,061 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 56,245
Change-56,245 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 55,900
Change-55,900 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 54,762
Change-54,762 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 54,466
Change-54,466 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 54,344
Change-54,344 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 53,925
Change-53,925 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 53,777
Change-53,777 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 53,712
Change-53,712 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 53,685
Change-53,685 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 53,386
Change-53,386 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 52,612
Change-52,612 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 52,236
Change-52,236 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 51,434
Change-51,434 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 51,288
Change-51,288 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 50,301
Change-50,301 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 50,247
Change-50,247 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 49,896
Change-49,896 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 49,814
Change-49,814 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 48,809
Change-48,809 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 47,805
Change-47,805 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 47,119
Change-47,119 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 46,945
Change-46,945 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 46,762
Change-46,762 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 46,430
Change-46,430 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 45,743
Change-45,743 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 44,853
Change-44,853 (-100%)
Value—
Bank OZK
N/A
Shares— from 44,723
Change-44,723 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 44,553
Change-44,553 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 44,123
Change-44,123 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 44,018
Change-44,018 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 43,850
Change-43,850 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 42,960
Change-42,960 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 42,874
Change-42,874 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 42,386
Change-42,386 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 42,293
Change-42,293 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 41,729
Change-41,729 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 41,611
Change-41,611 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 41,582
Change-41,582 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 41,471
Change-41,471 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 41,429
Change-41,429 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 41,242
Change-41,242 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 40,440
Change-40,440 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 40,184
Change-40,184 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 39,556
Change-39,556 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 39,173
Change-39,173 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 38,863
Change-38,863 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 38,791
Change-38,791 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 38,678
Change-38,678 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 37,961
Change-37,961 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 37,799
Change-37,799 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 37,207
Change-37,207 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 36,682
Change-36,682 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 36,614
Change-36,614 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 36,423
Change-36,423 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 36,143
Change-36,143 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 36,033
Change-36,033 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 35,901
Change-35,901 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 35,900
Change-35,900 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 35,596
Change-35,596 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 35,582
Change-35,582 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 35,377
Change-35,377 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 35,373
Change-35,373 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 35,006
Change-35,006 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 34,878
Change-34,878 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 34,797
Change-34,797 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 34,450
Change-34,450 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 34,327
Change-34,327 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 33,953
Change-33,953 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 33,575
Change-33,575 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 33,350
Change-33,350 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 33,241
Change-33,241 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 33,202
Change-33,202 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 33,106
Change-33,106 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 32,813
Change-32,813 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 32,764
Change-32,764 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 32,652
Change-32,652 (-100%)
Value—
M3 Wealth Management, LLC
N/A
Shares— from 32,320
Change-32,320 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 32,166
Change-32,166 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 31,626
Change-31,626 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 31,121
Change-31,121 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 31,080
Change-31,080 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 30,673
Change-30,673 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 30,668
Change-30,668 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 30,253
Change-30,253 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 29,930
Change-29,930 (-100%)
Value—
Dockside LLC
N/A
Shares— from 29,642
Change-29,642 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 29,606
Change-29,606 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 29,202
Change-29,202 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 29,154
Change-29,154 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 28,868
Change-28,868 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 28,481
Change-28,481 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 28,200
Change-28,200 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 28,092
Change-28,092 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 28,072
Change-28,072 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 27,637
Change-27,637 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 27,631
Change-27,631 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 27,623
Change-27,623 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 27,316
Change-27,316 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 26,828
Change-26,828 (-100%)
Value—
Aurora Investment Counsel
N/A
Shares— from 26,807
Change-26,807 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 26,772
Change-26,772 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 26,562
Change-26,562 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 26,543
Change-26,543 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 26,372
Change-26,372 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 26,269
Change-26,269 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 26,185
Change-26,185 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 26,143
Change-26,143 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 26,111
Change-26,111 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 26,068
Change-26,068 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 25,679
Change-25,679 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 25,201
Change-25,201 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 25,081
Change-25,081 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 25,054
Change-25,054 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 24,972
Change-24,972 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 24,820
Change-24,820 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 24,673
Change-24,673 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 24,455
Change-24,455 (-100%)
Value—
Man Group plc
N/A
Shares— from 24,248
Change-24,248 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 24,154
Change-24,154 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 23,961
Change-23,961 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 23,816
Change-23,816 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 23,803
Change-23,803 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 23,659
Change-23,659 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 23,485
Change-23,485 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 22,321
Change-22,321 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 22,194
Change-22,194 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 21,955
Change-21,955 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 21,918
Change-21,918 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 21,889
Change-21,889 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 21,861
Change-21,861 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 21,808
Change-21,808 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 21,771
Change-21,771 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 21,568
Change-21,568 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 21,348
Change-21,348 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 21,122
Change-21,122 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 21,055
Change-21,055 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 20,392
Change-20,392 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 20,207
Change-20,207 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 20,203
Change-20,203 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 20,111
Change-20,111 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 19,863
Change-19,863 (-100%)
Value—
Aviva PLC
N/A
Shares— from 19,483
Change-19,483 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 19,206
Change-19,206 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 18,998
Change-18,998 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 18,973
Change-18,973 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 18,817
Change-18,817 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 18,758
Change-18,758 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 18,749
Change-18,749 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 18,350
Change-18,350 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 18,332
Change-18,332 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 18,246
Change-18,246 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 18,163
Change-18,163 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 18,067
Change-18,067 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 17,667
Change-17,667 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 17,603
Change-17,603 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 17,514
Change-17,514 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 17,120
Change-17,120 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 17,012
Change-17,012 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 16,972
Change-16,972 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 16,886
Change-16,886 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 16,579
Change-16,579 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 16,539
Change-16,539 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 16,537
Change-16,537 (-100%)
Value—
FCA Corp
N/A
Shares— from 16,529
Change-16,529 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 15,945
Change-15,945 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 15,942
Change-15,942 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 15,933
Change-15,933 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 15,822
Change-15,822 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 15,718
Change-15,718 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 15,351
Change-15,351 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 15,207
Change-15,207 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 15,198
Change-15,198 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 15,076
Change-15,076 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 14,699
Change-14,699 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 14,652
Change-14,652 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 14,520
Change-14,520 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 14,397
Change-14,397 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 14,161
Change-14,161 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 14,053
Change-14,053 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 14,045
Change-14,045 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 14,004
Change-14,004 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 13,929
Change-13,929 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 13,889
Change-13,889 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 13,698
Change-13,698 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 13,670
Change-13,670 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 13,631
Change-13,631 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 13,525
Change-13,525 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 13,367
Change-13,367 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 13,312
Change-13,312 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 13,272
Change-13,272 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 13,236
Change-13,236 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 13,118
Change-13,118 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 12,816
Change-12,816 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 12,781
Change-12,781 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 12,712
Change-12,712 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 12,677
Change-12,677 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 12,664
Change-12,664 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 12,641
Change-12,641 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 12,591
Change-12,591 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 12,544
Change-12,544 (-100%)
Value—
Centennial Bank
N/A
Shares— from 12,499
Change-12,499 (-100%)
Value—
United Bank
N/A
Shares— from 12,492
Change-12,492 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 12,403
Change-12,403 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 12,329
Change-12,329 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 12,319
Change-12,319 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 12,297
Change-12,297 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 12,220
Change-12,220 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 12,213
Change-12,213 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 12,059
Change-12,059 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 11,951
Change-11,951 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 11,853
Change-11,853 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 11,820
Change-11,820 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 11,711
Change-11,711 (-100%)
Value—
Rithm Capital Corp.
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 11,423
Change-11,423 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 11,215
Change-11,215 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 11,156
Change-11,156 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 11,075
Change-11,075 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 10,991
Change-10,991 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 10,940
Change-10,940 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 10,930
Change-10,930 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 10,798
Change-10,798 (-100%)
Value—
Members Trust Co
N/A
Shares— from 10,789
Change-10,789 (-100%)
Value—
Nwam LLC
N/A
Shares— from 10,766
Change-10,766 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 10,754
Change-10,754 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 10,730
Change-10,730 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 10,619
Change-10,619 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 10,537
Change-10,537 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 10,508
Change-10,508 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 10,495
Change-10,495 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 10,467
Change-10,467 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 10,330
Change-10,330 (-100%)
Value—
Rogco, LP
N/A
Shares— from 10,115
Change-10,115 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 10,100
Change-10,100 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 10,018
Change-10,018 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 9,971
Change-9,971 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 9,966
Change-9,966 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 9,940
Change-9,940 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 9,929
Change-9,929 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 9,909
Change-9,909 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 9,821
Change-9,821 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 9,794
Change-9,794 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 9,781
Change-9,781 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 9,662
Change-9,662 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 9,638
Change-9,638 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 9,624
Change-9,624 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 9,617
Change-9,617 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 9,568
Change-9,568 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 9,476
Change-9,476 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 9,463
Change-9,463 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 9,417
Change-9,417 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 9,407
Change-9,407 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 9,398
Change-9,398 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 9,315
Change-9,315 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 9,243
Change-9,243 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 9,169
Change-9,169 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 9,122
Change-9,122 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 9,117
Change-9,117 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 9,101
Change-9,101 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 9,095
Change-9,095 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 9,090
Change-9,090 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 8,976
Change-8,976 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 8,817
Change-8,817 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 8,777
Change-8,777 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 8,704
Change-8,704 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 8,657
Change-8,657 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 8,577
Change-8,577 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 8,553
Change-8,553 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 8,524
Change-8,524 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 8,447
Change-8,447 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 8,372
Change-8,372 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 8,368
Change-8,368 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 8,353
Change-8,353 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 8,319
Change-8,319 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 8,240
Change-8,240 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 8,193
Change-8,193 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 8,177
Change-8,177 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 8,177
Change-8,177 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 8,088
Change-8,088 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 8,069
Change-8,069 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 8,051
Change-8,051 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 8,002
Change-8,002 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 7,989
Change-7,989 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 7,977
Change-7,977 (-100%)
Value—
Summitry LLC
N/A
Shares— from 7,925
Change-7,925 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 7,879
Change-7,879 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 7,824
Change-7,824 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 7,801
Change-7,801 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 7,727
Change-7,727 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 7,718
Change-7,718 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 7,678
Change-7,678 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 7,659
Change-7,659 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 7,622
Change-7,622 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 7,504
Change-7,504 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 7,455
Change-7,455 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 7,409
Change-7,409 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 7,353
Change-7,353 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 7,346
Change-7,346 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 7,323
Change-7,323 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 7,291
Change-7,291 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 7,169
Change-7,169 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 7,167
Change-7,167 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,154
Change-7,154 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 7,101
Change-7,101 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 7,091
Change-7,091 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 7,071
Change-7,071 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 6,882
Change-6,882 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 6,878
Change-6,878 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 6,860
Change-6,860 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 6,847
Change-6,847 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 6,816
Change-6,816 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 6,787
Change-6,787 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 6,750
Change-6,750 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 6,726
Change-6,726 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 6,726
Change-6,726 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 6,592
Change-6,592 (-100%)
Value—
CSS LLC
N/A
Shares— from 6,579
Change-6,579 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 6,577
Change-6,577 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 6,563
Change-6,563 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 6,549
Change-6,549 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 6,539
Change-6,539 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 6,484
Change-6,484 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 6,461
Change-6,461 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 6,417
Change-6,417 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 6,387
Change-6,387 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 6,377
Change-6,377 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 6,365
Change-6,365 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 6,353
Change-6,353 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 6,317
Change-6,317 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 6,267
Change-6,267 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 6,239
Change-6,239 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 6,221
Change-6,221 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 6,177
Change-6,177 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,972
Change-5,972 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 5,925
Change-5,925 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 5,891
Change-5,891 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 5,875
Change-5,875 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 5,856
Change-5,856 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 5,855
Change-5,855 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 5,839
Change-5,839 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 5,745
Change-5,745 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 5,742
Change-5,742 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 5,677
Change-5,677 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 5,675
Change-5,675 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 5,663
Change-5,663 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 5,625
Change-5,625 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 5,607
Change-5,607 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 5,567
Change-5,567 (-100%)
Value—
Motco
N/A
Shares— from 5,542
Change-5,542 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 5,527
Change-5,527 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 5,513
Change-5,513 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 5,450
Change-5,450 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 5,423
Change-5,423 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 5,422
Change-5,422 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 5,415
Change-5,415 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 5,377
Change-5,377 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 5,373
Change-5,373 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 5,352
Change-5,352 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 5,348
Change-5,348 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 5,331
Change-5,331 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 5,318
Change-5,318 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 5,280
Change-5,280 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 5,215
Change-5,215 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 5,212
Change-5,212 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 5,160
Change-5,160 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 5,150
Change-5,150 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 5,138
Change-5,138 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 5,125
Change-5,125 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 5,098
Change-5,098 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 5,095
Change-5,095 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 5,046
Change-5,046 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 5,039
Change-5,039 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 5,035
Change-5,035 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 4,996
Change-4,996 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 4,921
Change-4,921 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 4,912
Change-4,912 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 4,907
Change-4,907 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 4,884
Change-4,884 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 4,840
Change-4,840 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 4,824
Change-4,824 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 4,821
Change-4,821 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 4,821
Change-4,821 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 4,814
Change-4,814 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 4,799
Change-4,799 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,728
Change-4,728 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 4,714
Change-4,714 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 4,710
Change-4,710 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 4,669
Change-4,669 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 4,666
Change-4,666 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 4,495
Change-4,495 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 4,489
Change-4,489 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 4,475
Change-4,475 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 4,455
Change-4,455 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 4,437
Change-4,437 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 4,415
Change-4,415 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 4,381
Change-4,381 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 4,306
Change-4,306 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 4,286
Change-4,286 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 4,239
Change-4,239 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 4,217
Change-4,217 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 4,189
Change-4,189 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 4,185
Change-4,185 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 4,159
Change-4,159 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 4,155
Change-4,155 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 4,138
Change-4,138 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 4,128
Change-4,128 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 4,122
Change-4,122 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 4,109
Change-4,109 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 4,097
Change-4,097 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 4,087
Change-4,087 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 3,977
Change-3,977 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 3,969
Change-3,969 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 3,944
Change-3,944 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 3,903
Change-3,903 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 3,890
Change-3,890 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 3,874
Change-3,874 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 3,848
Change-3,848 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 3,828
Change-3,828 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 3,783
Change-3,783 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 3,775
Change-3,775 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 3,723
Change-3,723 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 3,718
Change-3,718 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 3,686
Change-3,686 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 3,682
Change-3,682 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 3,673
Change-3,673 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,658
Change-3,658 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 3,615
Change-3,615 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 3,604
Change-3,604 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,591
Change-3,591 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 3,589
Change-3,589 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 3,578
Change-3,578 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,558
Change-3,558 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 3,536
Change-3,536 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 3,536
Change-3,536 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 3,527
Change-3,527 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 3,519
Change-3,519 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 3,517
Change-3,517 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 3,493
Change-3,493 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 3,479
Change-3,479 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 3,470
Change-3,470 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 3,458
Change-3,458 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 3,453
Change-3,453 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 3,448
Change-3,448 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 3,444
Change-3,444 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 3,382
Change-3,382 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 3,375
Change-3,375 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 3,347
Change-3,347 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 3,347
Change-3,347 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 3,341
Change-3,341 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 3,336
Change-3,336 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 3,335
Change-3,335 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 3,328
Change-3,328 (-100%)
Value—
nVerses Capital, LLC
N/A
Shares— from 3,280
Change-3,280 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 3,277
Change-3,277 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 3,274
Change-3,274 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 3,251
Change-3,251 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 3,190
Change-3,190 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 3,184
Change-3,184 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 3,139
Change-3,139 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 3,127
Change-3,127 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 3,099
Change-3,099 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 3,087
Change-3,087 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 3,085
Change-3,085 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 3,069
Change-3,069 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 3,067
Change-3,067 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 3,067
Change-3,067 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 3,059
Change-3,059 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 3,057
Change-3,057 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 3,029
Change-3,029 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 3,027
Change-3,027 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 3,015
Change-3,015 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 3,001
Change-3,001 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 3,001
Change-3,001 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,999
Change-2,999 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 2,983
Change-2,983 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 2,938
Change-2,938 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 2,911
Change-2,911 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 2,879
Change-2,879 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 2,868
Change-2,868 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 2,848
Change-2,848 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 2,840
Change-2,840 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 2,838
Change-2,838 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 2,828
Change-2,828 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 2,826
Change-2,826 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 2,813
Change-2,813 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 2,797
Change-2,797 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 2,785
Change-2,785 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,780
Change-2,780 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 2,776
Change-2,776 (-100%)
Value—
Boyar Asset Management Inc.
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 2,756
Change-2,756 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2,754
Change-2,754 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 2,730
Change-2,730 (-100%)
Value—
Optas, LLC
N/A
Shares— from 2,704
Change-2,704 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,673
Change-2,673 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 2,671
Change-2,671 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 2,649
Change-2,649 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 2,646
Change-2,646 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 2,632
Change-2,632 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 2,622
Change-2,622 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 2,617
Change-2,617 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 2,614
Change-2,614 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 2,582
Change-2,582 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 2,559
Change-2,559 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 2,554
Change-2,554 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 2,515
Change-2,515 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,497
Change-2,497 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 2,483
Change-2,483 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 2,462
Change-2,462 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,411
Change-2,411 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 2,380
Change-2,380 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 2,359
Change-2,359 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 2,344
Change-2,344 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 2,317
Change-2,317 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 2,311
Change-2,311 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 2,301
Change-2,301 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,294
Change-2,294 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 2,284
Change-2,284 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 2,253
Change-2,253 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 2,235
Change-2,235 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 2,226
Change-2,226 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,220
Change-2,220 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 2,208
Change-2,208 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 2,208
Change-2,208 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 2,195
Change-2,195 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 2,186
Change-2,186 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 2,185
Change-2,185 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,149
Change-2,149 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 2,137
Change-2,137 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 2,126
Change-2,126 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 2,126
Change-2,126 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 2,090
Change-2,090 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 2,030
Change-2,030 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 2,026
Change-2,026 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,884
Change-1,884 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 1,864
Change-1,864 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,789
Change-1,789 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 1,727
Change-1,727 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 1,630
Change-1,630 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 1,605
Change-1,605 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,581
Change-1,581 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,397
Change-1,397 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 1,333
Change-1,333 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 1,163
Change-1,163 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 994
Change-994 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 993
Change-993 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 929
Change-929 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 894
Change-894 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 890
Change-890 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 888
Change-888 (-100%)
Value—
S&T Bank
N/A
Shares— from 823
Change-823 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 818
Change-818 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 723
Change-723 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 700
Change-700 (-100%)
Value—
EFG International AG
N/A
Shares— from 692
Change-692 (-100%)
Value—
CNB Bank
N/A
Shares— from 653
Change-653 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 647
Change-647 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 630
Change-630 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 623
Change-623 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 600
Change-600 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 563
Change-563 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 544
Change-544 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 517
Change-517 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 500
Change-500 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 496
Change-496 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 494
Change-494 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 485
Change-485 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 474
Change-474 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 473
Change-473 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 473
Change-473 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 462
Change-462 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 458
Change-458 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 453
Change-453 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 450
Change-450 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 438
Change-438 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 427
Change-427 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 382
Change-382 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 380
Change-380 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 344
Change-344 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 318
Change-318 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 311
Change-311 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 305
Change-305 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 286
Change-286 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 208
Change-208 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 200
Change-200 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 198
Change-198 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 194
Change-194 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 194
Change-194 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 180
Change-180 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 158
Change-158 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 132
Change-132 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 65
Change-65 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 56
Change-56 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 47
Change-47 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 47
Change-47 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Quarry LP
N/A
Shares— from 31
Change-31 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 30
Change-30 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 19
Change-19 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 11
Change-11 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED30,415,07529,315,285+1,099,790+4%$2.8B$2.5B-$284.6M2026-11-06
Bank of New York Mellon Corp
DECREASED7,221,4327,278,460-57,028-1%$696.6M$598.6M-$98.0M2026-11-05
Amundi
DECREASED3,906,1144,447,873-541,759-12%$425.7M$323.8M-$101.9M2026-11-06
Pictet Asset Management Holding SA
INCREASED3,785,5623,766,323+19,239+1%$360.5M$313.8M-$46.7M2026-11-03
LPL Financial LLC
INCREASED3,319,0363,203,334+115,702+4%$306.6M$275.1M-$31.5M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED2,939,9762,766,994+172,982+6%$264.8M$243.7M-$21.1M2026-11-05
Barclays PLC
INCREASED2,917,6702,701,178+216,492+8%$258.5M$241.8M-$16.7M2026-11-06
Mawer Investment Management Ltd.
DECREASED2,809,8173,023,312-213,495-7%$289.4M$232.9M-$56.5M2026-11-06
Dimensional Fund Advisors LP
INCREASED2,791,2092,753,892+37,317+1%$263.6M$231.4M-$32.2M2026-11-04
Deutsche Bank Ag\
DECREASED2,773,0672,955,110-182,043-6%$282.8M$229.9M-$53.0M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED2,430,3122,492,383-62,071-2%$238.5M$201.4M-$37.1M2026-10-29
Citigroup Inc
DECREASED2,374,3302,464,771-90,441-4%$235.9M$196.8M-$39.1M2026-11-04
Assenagon Asset Management S.A.
INCREASED2,067,040605,409+1,461,631+241%$57.9M$171.3M+$113.4M2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED1,847,7941,796,076+51,718+3%$171.9M$153.2M-$18.7M2026-11-03
Duff & Phelps Investment Management Co
INCREASED1,401,0631,066,805+334,258+31%$102.1M$116.1M+$14.0M2026-11-06
Principal Financial Group Inc
DECREASED1,333,2321,462,913-129,681-9%$140.0M$110.5M-$29.5M2026-11-02
Confluence Investment Management LLC
DECREASED1,315,1001,370,593-55,493-4%$131.2M$109.0M-$22.2M2026-10-01
Russell Investments Group, Ltd.
DECREASED1,117,7041,168,322-50,618-4%$111.8M$92.7M-$19.2M2026-11-06
Truist Financial Corp
DECREASED930,467971,161-40,694-4%$92.9M$77.1M-$15.8M2026-10-30
Commonwealth Equity Services, LLC
DECREASED815,105873,978-58,873-7%$83.6M$67.6M-$16.1M2026-11-02
Welch Group, LLC
INCREASED798,749787,841+10,908+1%$75.4M$66.2M-$9.2M2026-10-29
Bank Julius Baer & Co. Ltd, Zurich
INCREASED765,144746,107+19,037+3%$71.6M$63.5M-$8.1M2026-10-29
New York State Teachers Retirement System
DECREASED759,224779,399-20,175-3%$74.6M$62.9K-$74.5M2026-10-22
Capital Investment Advisors, LLC
INCREASED686,172648,573+37,599+6%$62.1M$56.9M-$5.2M2026-10-22
Fort Washington Investment Advisors Inc
INCREASED660,628651,760+8,868+1%$62.4M$54.8M-$7.6M2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED651,173570,498+80,675+14%$53.7M$54.3M+$605.8K2026-10-13
Old Republic International Corp
DECREASED635,400711,900-76,500-11%$68.1K$52.7K-$15.5K2026-10-26
Vaughan David Investments LLC
INCREASED596,354590,329+6,025+1%$56.5M$49.4K-$56.5M2026-11-05
Creative Planning
DECREASED595,645625,306-29,661-5%$59.8M$49.4M-$10.5M2026-11-02
PNC Financial Services Group, Inc.
INCREASED564,287555,870+8,417+2%$53.2M$46.8M-$6.4M2026-11-06
Asset Management One Co., Ltd.
INCREASED539,204527,081+12,123+2%$50.4M$44.7M-$5.8M2026-10-27
OpenArc Corporate Advisory, LLC
INCREASED508,301504,412+3,889+1%$48.3M$42.1M-$6.1M2026-10-21
CIBC Asset Management Inc
INCREASED492,617478,067+14,550+3%$45.8M$40.8M-$4.9M2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED483,090477,447+5,643+1%$45.7M$40.0K-$45.7M2026-11-02
Sterling Capital Management LLC
DECREASED465,069484,710-19,641-4%$46.4M$38.5M-$7.8M2026-10-22
MacKenzie Financial Corp
INCREASED447,594430,935+16,659+4%$41.2M$37.1M-$4.1M2026-11-02
Nexus Investment Management ULC
NEW434,205—+434,205——$36.0M—2026-10-27
US Bancorp \de\
DECREASED410,331413,755-3,424-1%$39.6M$34.0M-$5.6M2026-11-05
Virginia Retirement Systems ET Al
INCREASED392,719343,619+49,100+14%$32.9M$32.6M-$335.3K2026-10-28
Cambiar Investors LLC
NEW376,592—+376,592——$31.2M—2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED374,989372,809+2,180+1%$35.5M$31.3M-$4.2M2026-11-04
IFM Investors Pty Ltd
INCREASED367,357331,715+35,642+11%$31.7M$30.5M-$1.3M2026-10-14
Cahaba Wealth Management, Inc.
DECREASED365,630373,857-8,227-2%$35.8M$30.3M-$5.5M2026-10-26
State of New Jersey Common Pension Fund D
UNCHANGED364,593364,59300%$34.9M$30.2M-$4.7M2026-11-05
Southern Financial Group, LLC
DECREASED360,304366,432-6,128-2%$35.1M$29.9M-$5.2M2026-10-30
Kestra Advisory Services, LLC
INCREASED353,618329,023+24,595+7%$31.5M$29.3M-$2.2M2026-11-02
GW Henssler & Associates LTD
INCREASED345,679343,576+2,103+1%$32.9M$28.7M-$4.2M2026-10-26
Czech National Bank
INCREASED330,527320,873+9,654+3%$30.7M$27.4M-$3.3M2026-10-13
Fifth Third Bancorp
DECREASED324,702333,428-8,726-3%$31.9M$26.9M-$5.0M2026-11-05
Swiss Life Asset Management Ltd
INCREASED321,818250,850+70,968+28%$24.0M$26.7M+$2.7M2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED315,503310,423+5,080+2%$29.7M$26.2M-$3.6M2026-11-03
Crossmark Global Holdings, Inc.
INCREASED315,333302,533+12,800+4%$29.0M$26.1M-$2.8M2026-10-21
Arizona State Retirement System
INCREASED313,225312,805+420+0%$29.9M$26.0M-$4.0M2026-11-03
Arbejdsmarkedets Tillaegspension
DECREASED292,300304,100-11,800-4%$29.1M$24.2M-$4.9M2026-10-30
State of Michigan Retirement System
INCREASED289,023288,623+400+0%$27.6M$24.0M-$3.7M2026-10-27
Hennessy Advisors Inc
INCREASED271,100263,900+7,200+3%$25.3M$22.5M-$2.8M2026-10-28
Savant Capital, LLC
DECREASED264,124447,836-183,712-41%$43.0M$21.9M-$21.1M2026-11-06
DekaBank Deutsche Girozentrale
INCREASED262,726184,531+78,195+42%$17.8M$22.0K-$17.8M2026-10-27
Illinois Municipal Retirement Fund
DECREASED249,702255,702-6,000-2%$24.5M$20.7M-$3.8M2026-11-05
Strs Ohio
DECREASED243,094260,196-17,102-7%$24.9M$20.2M-$4.8M2026-10-30
Allworth Financial LP
INCREASED241,798171,520+70,278+41%$16.4M$23.1M+$6.7M2026-11-06
Retirement Systems of Alabama
INCREASED241,241236,820+4,421+2%$22.7M$20.0M-$2.7M2026-11-04
Richard C. Young & Co., Ltd.
INCREASED229,149228,454+695+0%$21.9M$19.0M-$2.9M2026-11-04
Midwest Trust Co
INCREASED224,230223,296+934+0%$21.4M$18.6M-$2.8M2026-10-22
Xponance LLC
INCREASED222,841202,934+19,907+10%$19.4M$18.5M-$951.5K2026-11-03
CWA Asset Management Group, LLC
INCREASED219,702214,338+5,364+3%$20.5M$18.2M-$2.3M2026-10-19
Calamos Wealth Management LLC
DECREASED213,083219,644-6,561-3%$21.0M$17.7M-$3.4M2026-11-02
Daiwa Securities Group Inc.
INCREASED212,244208,893+3,351+2%$20.0M$17.6M-$2.4M2026-10-29
Neos Investment Management LLC
INCREASED209,812180,235+29,577+16%$17.3M$17.4M+$141.0K2026-11-04
First Horizon Corp
INCREASED207,204201,289+5,915+3%$19.3M$17.2M-$2.1M2026-10-26
HB Wealth Management, LLC
DECREASED207,125210,104-2,979-1%$20.1M$17.2M-$2.9M2026-10-23
Rakuten Investment Management, Inc.
INCREASED204,978184,383+20,595+11%$17.8M$17.1M-$733.6K2026-10-30
Carnegie Investment Counsel
DECREASED202,969207,587-4,618-2%$19.9M$16.8M-$3.0M2026-10-20
Regions Financial Corp
INCREASED201,771187,671+14,100+8%$18.0M$16.7M-$1.2M2026-11-05
Florida Trust Wealth Management Co
DECREASED197,416203,535-6,119-3%$19.5M$16.4M-$3.1M2026-11-05
Calamos Advisors LLC
INCREASED197,008193,077+3,931+2%$18.5M$16.3M-$2.1M2026-11-02
Amalgamated Bank
DECREASED196,451197,480-1,029-1%$18.9M$16.3K-$18.9M2026-10-23
iA Global Asset Management Inc.
UNCHANGED186,800186,80000%$17.9M$15.5K-$17.9M2026-10-29
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED186,300192,080-5,780-3%$18.4M$15.4M-$2.9M2026-10-19
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED184,055174,450+9,605+6%$16.7M$15.3M-$1.4M2026-10-20
Nichols & Pratt Advisers LLP
DECREASED183,588186,389-2,801-1%$17.8M$15.3M-$2.5M2026-10-13
ProShare Advisors LLC
INCREASED181,376178,902+2,474+1%$17.1M$15.0M-$2.1M2026-10-29
State of Alaska, Department of Revenue
INCREASED178,471110,455+68,016+62%$10.6M$14.8K-$10.6M2026-10-15
Lido Advisors, LLC
INCREASED172,185163,484+8,701+5%$15.6M$14.3M-$1.4M2026-11-04
Natixis
NEW170,746—+170,746——$14.2M—2026-11-06
Eurizon Capital SGR S.p.A.
DECREASED167,329192,106-24,777-13%$18.5M$13.9M-$4.6M2026-11-06
Brookstone Capital Management
DECREASED164,888176,901-12,013-7%$16.9M$13.7M-$3.3M2026-10-22
Stackstone Wealth, LLC
NEW162,642—+162,642——$13.5M—2026-10-19
New York Life Investment Management LLC
INCREASED159,941157,040+2,901+2%$15.0M$13.3M-$1.8M2026-11-04
Kanawha Capital Management LLC
INCREASED142,019135,332+6,687+5%$13.0M$11.8M-$1.2M2026-10-19
Oregon Public Employees Retirement Fund
INCREASED141,468138,618+2,850+2%$13.3M$11.7M-$1.5M2026-10-30
UniSuper Management Pty Ltd
INCREASED141,264122,164+19,100+16%$11.7M$11.7M+$17.1K2026-10-26
Advisors Management Group Inc
DECREASED139,754139,926-1720%$13.4M$11.6K-$13.4M2026-11-05
Farther Finance Advisors, LLC
INCREASED139,101133,520+5,581+4%$12.8M$11.5M-$1.3M2026-10-08
Jamison Private Wealth Management, Inc.
INCREASED136,394134,208+2,186+2%$12.8M$11.3M-$1.5M2026-10-14
Yousif Capital Management, LLC
INCREASED136,257133,258+2,999+2%$12.8M$11.3M-$1.5M2026-10-22
Atria Investments, Inc
INCREASED135,677113,465+22,212+20%$10.9M$11.2M+$386.5K2026-10-15
Keybank National Association
DECREASED131,488132,245-757-1%$12.7M$10.9M-$1.8M2026-11-04
Visionary Wealth Advisors
INCREASED131,086112,104+18,982+17%$10.7M$10.9M+$136.2K2026-11-04
First Fiduciary Investment Counsel, Inc.
INCREASED130,61493,367+37,247+40%$8.9M$10.8K-$8.9M2026-10-27
Pinnacle Associates LTD
DECREASED129,396130,520-1,124-1%$12.5M$10.7M-$1.8M2026-10-20
Merit Financial Group, LLC
INCREASED126,880114,295+12,585+11%$10.9M$10.5M-$422.2K2026-11-06
Concurrent Investment Advisors, LLC
INCREASED125,295115,357+9,938+9%$11.0M$10.4M-$655.1K2026-10-16
KBC Group NV
INCREASED124,059118,477+5,582+5%$11.3M$10.3K-$11.3M2026-10-22
Foster Victor Wealth Advisors, LLC
INCREASED122,738105,818+16,920+16%$10.2M$11.0M+$802.5K2026-10-21
Fisher Asset Management, LLC
INCREASED122,305117,458+4,847+4%$11.2M$10.1M-$1.1M2026-11-06
Davenport & Co LLC
DECREASED119,737126,554-6,817-5%$12.1M$9.9M-$2.2M2026-10-14
RWC Asset Management LLP
INCREASED118,259107,737+10,522+10%$10.3M$9.8M-$509.0K2026-10-22
Advocate Group LLC
INCREASED118,007101,592+16,415+16%$9.7M$9.8M+$58.3K2026-10-19
Mutual of America Capital Management LLC
INCREASED117,661116,162+1,499+1%$11.1M$9.8M-$1.4M2026-10-23
Bell Bank
DECREASED116,905140,136-23,231-17%$13.4M$9.7M-$3.7M2026-10-21
Fairvoy Private Wealth, LLC
INCREASED115,426115,261+165+0%$11.0M$9.6M-$1.5M2026-10-19
King Luther Capital Management Corp
DECREASED113,391115,736-2,345-2%$11.1M$9.4M-$1.7M2026-11-05
Cornerstone Wealth Group, LLC
INCREASED113,337108,936+4,401+4%$10.4M$9.4M-$1.0M2026-11-02
ARS Wealth Advisors Group, LLC
INCREASED111,582110,226+1,356+1%$10.5M$9.2M-$1.3M2026-10-16
Nykredit A/S
INCREASED111,266108,591+2,675+2%$10.4M$9.2M-$1.2M2026-11-06
RFG Advisory, LLC
DECREASED109,376112,668-3,292-3%$10.8M$9.1M-$1.7M2026-11-03
D.A. Davidson & Co.
INCREASED108,726107,859+867+1%$10.3M$9.0M-$1.3M2026-10-28
Level Four Advisory Services, LLC
DECREASED107,792109,666-1,874-2%$10.5M$8.9M-$1.6M2026-11-06
Uhlmann Price Securities, LLC
DECREASED107,283107,541-2580%$10.3M$8.9M-$1.4M2026-11-03
Rockland Trust Co
DECREASED106,879108,723-1,844-2%$10.4M$8.9M-$1.5M2026-10-05
Cullinan Associates Inc
INCREASED106,795102,972+3,823+4%$9.9M$8.9M-$1.0M2026-11-03
Thrivent Financial for Lutherans
INCREASED103,93699,730+4,206+4%$9.5M$8.6K-$9.5M2026-11-05
Associated Banc-Corp
DECREASED103,046109,291-6,245-6%$10.5M$8.5M-$1.9M2026-10-30
ABN Amro Investment Solutions
INCREASED100,35877,759+22,599+29%$7.4M$8.3M+$876.4K2026-10-21
Principle Wealth Partners LLC
DECREASED100,150100,553-4030%$9.6M$8.3M-$1.3M2026-11-02
Tctc Holdings, LLC
DECREASED99,264101,126-1,862-2%$9.7M$8.2M-$1.5M2026-11-02
Mather Group, Llc.
INCREASED98,57961,866+36,713+59%$5.9M$8.2M+$2.2M2026-10-14
Nisa Investment Advisors, LLC
DECREASED97,797121,565-23,768-20%$11.6M$8.1M-$3.5M2026-10-20
Dynamic Advisor Solutions LLC
INCREASED95,58389,321+6,262+7%$8.5M$7.9M-$626.0K2026-10-13
AM Investment Strategies LLC
DECREASED94,27897,708-3,430-4%$9.4K$7.8K-$1.5K2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED93,75993,411+348+0%$8.9M$7.8M-$1.2M2026-11-05
Chronos Wealth Management, LLC
INCREASED91,26890,154+1,114+1%$8.6M$7.6M-$1.1M2026-10-20
Sky Investment Group LLC
INCREASED90,69185,563+5,128+6%$8.2M$7.5M-$671.9K2026-10-30
Gulf International Bank (UK) Ltd
UNCHANGED89,21089,21000%$8.5M$7.4K-$8.5M2026-10-20
J.W. Cole Advisors, Inc.
INCREASED85,75478,168+7,586+10%$7.5M$7.1M-$373.3K2026-11-05
Blue Trust, Inc.
DECREASED83,51487,376-3,862-4%$8.4M$6.9M-$1.4M2026-10-15
TD Waterhouse Canada Inc.
DECREASED83,43584,741-1,306-2%$8.1M$7.0M-$1.1M2026-10-16
Global Wealth Management Investment Advisory, Inc.
INCREASED83,20455,831+27,373+49%$5.3M$6.9M+$1.6M2026-11-04
Vise Technologies, Inc.
DECREASED81,02284,267-3,245-4%$8.1M$6.7M-$1.3M2026-10-29
Parkside Investments, LLC
DECREASED80,30081,310-1,010-1%$7.8M$6.7M-$1.1M2026-10-20
Marietta Wealth Management, LLC
INCREASED80,16677,714+2,452+3%$7.4M$7.2M-$272.8K2026-10-22
Cushing Asset Management, LP dba NXG Investment Management
UNCHANGED80,00080,00000%$7.7M$6.6M-$1.0M2026-10-26
Griffith & Werner, Inc.
INCREASED79,52768,491+11,036+16%$6.6M$6.6M+$37.0K2026-11-04
Kestra Private Wealth Services, LLC
INCREASED79,36975,860+3,509+5%$7.3M$6.6M-$681.6K2026-11-06
Alps Advisors Inc
INCREASED78,30377,977+326+0%$7.5M$6.5M-$972.6K2026-11-03
Naples Global Advisors, LLC
INCREASED77,46777,465+20%$7.4M$6.4M-$993.0K2026-11-05
Central Trust Co
DECREASED77,41279,471-2,059-3%$7.6M$6.4M-$1.2M2026-11-05
Coston, McIsaac & Partners
INCREASED76,75876,737+21+0%$7.3M$6.4M-$939.5K2026-11-06
Aull & Monroe Investment Management Corp
DECREASED76,42678,384-1,958-2%$7.5M$6.3M-$1.2M2026-10-16
Albion Financial Group
DECREASED76,16176,979-818-1%$7.4M$6.3M-$1.1M2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED75,55274,037+1,515+2%$7.1M$6.3M-$823.6K2026-10-23
City Holding Co
DECREASED75,07775,121-440%$7.2M$6.2M-$967.4K2026-10-19
Nicholas Hoffman & Company, Llc.
INCREASED73,57473,433+141+0%$7.0M$6.1M-$929.8K2026-10-30
Edgemoor Investment Advisors, Inc.
DECREASED73,47075,202-1,732-2%$7.2M$6.1M-$1.1M2026-11-03
AGF Management LTD
INCREASED73,00065,491+7,509+11%$6.3M$6.1M-$217.2K2026-11-03
Telos Capital Management, Inc.
INCREASED72,81372,511+302+0%$6.9M$6.0M-$904.5K2026-11-02
Baugh & Associates, LLC
INCREASED72,66851,696+20,972+41%$4.9M$5.3M+$357.9K2026-10-16
Bfsg, LLC
DECREASED72,51974,241-1,722-2%$7.1M$6.0M-$1.1M2026-10-30
Towne Trust Company, N.a
INCREASED72,51771,817+700+1%$6.9M$6.0M-$862.7K2026-10-28
Moody Lynn Lieberson & Walker, LLC
DECREASED72,102159,767-87,665-55%$15.3M$6.0M-$9.3M2026-10-14
Community Bank & Trust, Waco, Texas
INCREASED71,86266,124+5,738+9%$6.3M$6.0K-$6.3M2026-10-19
StoneX Group Inc.
INCREASED71,58369,316+2,267+3%$6.6M$5.9M-$695.4K2026-11-03
Oppenheimer & Co Inc
INCREASED71,39666,365+5,031+8%$6.4M$5.9M-$433.8K2026-10-26
Carson Advisory Inc.
INCREASED71,25070,389+861+1%$6.7M$5.9M-$831.0K2026-11-06
Prospera Financial Services Inc
DECREASED71,05975,197-4,138-5%$7.2M$6.7M-$538.4K2026-11-04
Carret Asset Management, LLC
DECREASED70,51370,593-800%$6.8M$5.8M-$911.6K2026-11-04
Money Concepts Capital Corp
INCREASED70,32565,863+4,462+7%$6.3M$5.8M-$474.6K2026-11-06
Maryland State Retirement & Pension System
INCREASED70,24260,208+10,034+17%$5.8M$5.8M+$59.9K2026-11-05
Thompson Siegel & Walmsley LLC
DECREASED69,43489,734-20,300-23%$8.6M$5.8K-$8.6M2026-11-05
First Premier Bank
DECREASED68,68171,467-2,786-4%$6.8K$5.7K-$1.1K2026-10-13
Csenge Advisory Group
INCREASED68,08661,500+6,586+11%$5.9M$5.6M-$242.5K2026-11-04
MassMutual Private Wealth & Trust, FSB
DECREASED67,40169,971-2,570-4%$6.7M$5.6M-$1.1M2026-10-05
Woodstock Corp
INCREASED67,32665,705+1,621+2%$6.3M$5.6M-$708.0K2026-10-13
Portman Square Capital LLP
INCREASED66,73461,789+4,945+8%$5.9M$5.5M-$382.2K2026-10-15
Globalt Investments LLC / GA
DECREASED66,23868,386-2,148-3%$6.5M$5.5M-$1.1M2026-10-27
Pinkerton Wealth, LLC
INCREASED65,75362,356+3,397+5%$6.0M$5.5M-$568.3K2026-10-29
Schaper Benz & Wise Investment Counsel Inc
INCREASED64,71564,390+325+1%$6.2M$5.4M-$798.5K2026-10-09
Verdence Capital Advisors LLC
INCREASED63,70225,643+38,059+148%$2.5M$5.3M+$2.8M2026-10-26
Capital Investment Counsel, LLC
INCREASED63,48862,852+636+1%$6.0M$5.3M-$753.1K2026-10-14
Signaturefd, LLC
DECREASED62,83363,528-695-1%$6.1M$5.2M-$872.0K2026-10-23
Woodley Farra Manion Portfolio Management Inc
INCREASED62,72250,652+12,070+24%$4.8M$5.2M+$351.1K2026-11-05
True Freedom Investing, LLC
INCREASED62,70158,431+4,270+7%$5.6M$5.2M-$442.5K2026-10-29
Apollon Wealth Management, LLC
DECREASED62,35765,680-3,323-5%$6.3M$5.2M-$1.1M2026-10-23
Vest Financial, LLC
DECREASED62,05562,762-707-1%$6.0M$5.1M-$863.2K2026-10-21
Moors & Cabot, Inc.
INCREASED61,92361,102+821+1%$5.8M$5.1M-$715.2K2026-11-06
Hartford Investment Management Co
DECREASED61,66462,297-633-1%$6.0M$5.1M-$851.1K2026-11-04
MGO One Seven LLC
INCREASED61,47859,195+2,283+4%$5.7M$5.1M-$569.6K2026-10-28
Lockheed Martin Investment Management Co
DECREASED61,360138,590-77,230-56%$13.3M$5.1M-$8.2M2026-11-04
Prime Capital Investment Advisors, LLC
INCREASED57,37544,967+12,408+28%$4.3M$4.8M+$452.0K2026-10-20
United Bank
INCREASED56,96156,481+480+1%$5.4M$4.7M-$684.3K2026-11-06
Wealthcare Advisory Partners LLC
INCREASED56,64550,770+5,875+12%$4.9M$4.7M-$163.8K2026-10-21
Tokio Marine Asset Management Co LTD
INCREASED56,60655,450+1,156+2%$5.3M$4.7M-$615.0K2026-10-26
Louisiana State Employees Retirement System
DECREASED56,60057,600-1,000-2%$5.5M$4.7M-$821.3K2026-10-20
Virginia Wealth Management Group, Inc.
INCREASED56,34955,890+459+1%$5.3M$4.7M-$678.4K2026-10-14
Choreo, LLC
INCREASED55,65554,018+1,637+3%$5.2M$4.6M-$556.8K2026-10-28
Oakworth Capital, Inc.
INCREASED55,61751,599+4,018+8%$4.9M$4.6M-$311.5K2026-10-26
Goelzer Investment Management, Inc.
DECREASED55,21056,100-890-2%$5.4M$4.6M-$793.0K2026-10-16
Meridian Wealth Management, LLC
DECREASED55,17655,960-784-1%$5.4M$4.6M-$782.4K2026-11-05
Fideuram Asset Management (Ireland) dac
DECREASED55,16855,253-850%$5.2M$5.2M-$77.1K2026-10-29
New Mexico Educational Retirement Board
UNCHANGED54,78754,78700%$5.2M$4.5K-$5.2M2026-11-05
Sagespring Wealth Partners, LLC
INCREASED53,65852,506+1,152+2%$5.0M$4.4M-$576.1K2026-10-22
BI Asset Management Fondsmaeglerselskab A/S
INCREASED52,24551,586+659+1%$4.9M$4.3K-$4.9M2026-10-22
Greatmark Investment Partners, Inc.
INCREASED52,01851,872+146+0%$5.0M$4.3M-$652.9K2026-10-28
Hengehold Capital Management LLC
INCREASED51,75650,767+989+2%$4.9M$4.3M-$568.9K2026-10-16
Montag A & Associates Inc
INCREASED51,58451,496+88+0%$4.9M$4.3M-$652.9K2026-10-29
Eastern Bank
UNCHANGED51,16551,16500%$4.9M$4.2M-$655.9K2026-10-05
HF Advisory Group, LLC
INCREASED49,36344,799+4,564+10%$4.3M$4.1M-$196.0K2026-10-09
Apollon Financial, LLC
INCREASED48,78648,690+96+0%$4.7M$4.0M-$616.3K2026-10-23
Diversified Enterprises, LLC
INCREASED48,34747,958+389+1%$4.6M$4.0M-$582.6K2026-10-19
Kentucky Trust Co
DECREASED47,96148,616-655-1%$4.7M$4.0M-$677.6K2026-10-15
Clearstead Advisors, LLC
DECREASED47,29251,598-4,306-8%$4.9M$3.9M-$1.0M2026-11-06
Exchange Traded Concepts, LLC
INCREASED46,59531,725+14,870+47%$3.0M$3.9M+$825.9K2026-10-28
Jefferies Financial Group Inc.
INCREASED46,59537,233+9,362+25%$3.6M$3.9M+$298.7K2026-11-05
Bailard, Inc.
DECREASED46,09846,852-754-2%$4.5M$3.8M-$663.1K2026-10-13
Great Lakes Retirement, Inc.
INCREASED45,67944,148+1,531+3%$4.2M$3.8M-$439.1K2026-10-26
Pathway Financial Advisers, LLC
INCREASED45,41245,111+301+1%$4.3M$3.8M-$553.4K2026-10-27
Aberdeen Group plc
DECREASED44,783199,434-154,651-78%$19.1M$2.8M-$16.3M2026-11-06
RED Cedar Investment Management, LLC
UNCHANGED44,60744,60700%$4.3M$3.7M-$571.9K2026-11-04
Plan Group Financial, LLC
INCREASED43,87137,485+6,386+17%$3.6M$4.0M+$391.9K2026-10-22
MTM Investment Management, LLC
INCREASED43,72743,669+58+0%$4.2M$3.6M-$555.0K2026-10-30
Laurel Wealth Advisors LLC
DECREASED43,35445,674-2,320-5%$4.4M$3.6M-$777.8K2026-10-27
Robbins Farley
INCREASED42,66942,424+245+1%$4.1M$3.5M-$523.6K2026-10-21
Buckhead Capital Management LLC
DECREASED41,90842,476-568-1%$4.1M$3.5M-$591.6K2026-11-03
Palisade Asset Management, LLC
DECREASED41,75742,092-335-1%$4.0M$3.5M-$567.4K2026-11-03
TrueWealth Advisors, LLC
INCREASED40,53540,489+46+0%$3.9M$3.4M-$515.3K2026-10-09
Fifth Third Wealth Advisors LLC
INCREASED40,09238,052+2,040+5%$3.6M$3.3M-$318.7K2026-10-22
Stonebridge Financial Group, LLC
INCREASED40,08038,848+1,232+3%$3.7M$3.3M-$395.9K2026-10-01
Simplicity Wealth,LLC
DECREASED39,89943,287-3,388-8%$4.1M$3.3M-$835.8K2026-10-23
Daymark Wealth Partners, LLC
DECREASED38,64139,337-696-2%$3.8M$3.2M-$561.9K2026-11-04
Miller Howard Investments Inc
INCREASED38,59838,342+256+1%$3.7M$3.2M-$470.3K2026-10-26
Vontobel Holding Ltd.
INCREASED38,43321,247+17,186+81%$2.0M$3.2M+$1.2M2026-10-16
Courier Capital LLC
INCREASED38,32732,926+5,401+16%$3.2M$3.2M+$25.6K2026-10-19
Sigma Planning Corp
DECREASED38,29340,567-2,274-6%$3.9M$3.2M-$708.2K2026-10-23
High Point Wealth Management, LLC
INCREASED37,86237,339+523+1%$3.6M$3.1M-$435.4K2026-11-05
First Bank & Trust
INCREASED37,85637,464+392+1%$3.6M$3.1M-$447.8K2026-10-19
UMB Bank, n.a.
DECREASED37,50838,937-1,429-4%$3.7M$3.1M-$617.6K2026-11-06
Family Legacy, Inc.
INCREASED37,20836,742+466+1%$3.5M$3.1M-$432.4K2026-10-13
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED36,53338,708-2,175-6%$3.7M$3.0M-$676.5K2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
DECREASED36,13736,314-1770%$3.5M$3.0M-$480.2K2026-10-23
Wesbanco Bank Inc
DECREASED36,06648,214-12,148-25%$4.6M$3.0M-$1.6M2026-11-04
Canandaigua National Bank & Trust Co
DECREASED35,88637,115-1,229-3%$3.6M$3.0M-$577.7K2026-10-07
apricus wealth, LLC
INCREASED35,81233,747+2,065+6%$3.2M$3.0M-$261.5K2026-10-26
IFP Advisors, Inc
INCREASED35,80535,414+391+1%$3.4M$3.0M-$421.6K2026-10-16
First Citizens Bank & Trust Co
DECREASED35,64851,279-15,631-30%$4.9M$3.0M-$2.0M2026-10-14
Anchyra Partners LLC
DECREASED34,92135,010-890%$3.4M$2.9M-$456.2K2026-10-13
Bison Wealth, LLC
INCREASED34,90125,849+9,052+35%$2.5M$3.0M+$556.6K2026-10-13
Praxis Investment Management Inc
UNCHANGED34,80134,80100%$3.3M$2.9K-$3.3M2026-11-03
North Dakota State Investment Board
INCREASED34,79932,765+2,034+6%$3.1M$2.9M-$251.4K2026-10-27
Leelyn Smith, LLC
INCREASED34,75033,748+1,002+3%$3.2M$2.9M-$349.6K2026-11-03
Profund Advisors LLC
DECREASED34,49135,297-806-2%$3.4M$2.9M-$519.3K2026-10-29
Little House Capital LLC
INCREASED34,12133,271+850+3%$3.2M$2.8M-$356.0K2026-11-06
Citizens National Bank Trust Department
DECREASED34,03537,347-3,312-9%$3.6M$2.8M-$753.3K2026-11-04
Assetmark, Inc
INCREASED33,87827,639+6,239+23%$2.6M$2.8M+$162.9K2026-10-21
Lantz Financial LLC
DECREASED33,62933,998-369-1%$3.3M$2.8M-$466.4K2026-10-15
Caldwell Trust Co
INCREASED33,52331,311+2,212+7%$3.0M$2.8M-$218.1K2026-10-30
Woodmont Investment Counsel LLC
INCREASED33,08933,049+40+0%$3.2M$2.7M-$420.4K2026-10-29
Shoker Investment Counsel, Inc.
INCREASED33,04232,733+309+1%$3.1M$2.7M-$394.0K2026-11-04
EverSource Wealth Advisors, LLC
INCREASED32,92732,514+413+1%$3.1M$2.7M-$382.6K2026-11-04
First National Trust Co
INCREASED32,64832,103+545+2%$3.1M$2.7M-$366.4K2026-10-28
Avantax Planning Partners, Inc.
DECREASED32,59433,431-837-2%$3.2M$2.7M-$498.0K2026-11-03
West Paces Advisors Inc.
DECREASED32,40733,477-1,070-3%$3.2M$2.7M-$517.9K2026-10-13
Hennion & Walsh Asset Management, Inc.
INCREASED32,19031,656+534+2%$3.0M$2.7M-$361.6K2026-10-13
Banque Pictet & CIE SA
NEW32,186—+32,186——$2.7M—2026-10-16
Linden Thomas Advisory Services, LLC
INCREASED32,12127,822+4,299+15%$2.7M$2.7M-$3342026-10-19
Rockline Wealth Management, LLC
DECREASED32,02532,810-785-2%$3.1M$2.7M-$485.7K2026-10-26
KCM Investment Advisors LLC
DECREASED31,78834,788-3,000-9%$3.3M$2.6M-$694.6K2026-10-27
Legacy Financial Independent Advisors LLC
DECREASED31,54532,657-1,112-3%$3.1M$2.6M-$510.8K2026-11-02
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED31,52631,624-980%$3.0M$2.6M-$413.5K2026-10-15
Glenview Trust Co
DECREASED31,30234,739-3,437-10%$3.3M$2.6M-$730.2K2026-10-28
Apella Capital, LLC
INCREASED31,25628,968+2,288+8%$2.8M$2.7M-$147.8K2026-10-08
Park Avenue Securities LLC
DECREASED31,01943,388-12,369-29%$4.2M$2.6K-$4.2M2026-10-26
Waters Parkerson & Co., LLC
DECREASED30,89632,840-1,944-6%$3.1M$2.6M-$582.1K2026-11-04
Ethic Inc.
DECREASED30,77132,103-1,332-4%$3.1M$2.6M-$521.9K2026-11-03
GAM Holding AG
DECREASED30,73532,305-1,570-5%$3.1M$2.5M-$544.3K2026-11-03
BIP Wealth, LLC
DECREASED30,51231,963-1,451-5%$3.1M$2.5M-$530.0K2026-10-22
Pullen Investment Management, LLC
INCREASED30,01429,557+457+2%$2.8M$2.5M-$341.0K2026-10-23
Securian Asset Management, Inc
DECREASED29,88129,956-750%$2.9M$2.5M-$378.0K2026-11-06
Biltmore Family Office, LLC
INCREASED29,55329,522+31+0%$2.8M$2.4M-$375.9K2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED29,35427,026+2,328+9%$2.6M$2.4K-$2.6M2026-10-14
Machina Capital S.A.S.
NEW29,340—+29,340——$2.4M—2026-11-05
Cullen Investment Group, Ltd.
DECREASED29,19036,892-7,702-21%$3.5M$2.5M-$990.2K2026-10-13
Gamma Investing LLC
DECREASED29,06630,705-1,639-5%$2.9M$2.4M-$529.5K2026-10-08
Lineweaver Wealth Advisors, LLC
INCREASED28,99525,615+3,380+13%$2.5M$2.4M-$48.2K2026-10-13
Perigon Wealth Management, LLC
DECREASED28,80834,256-5,448-16%$3.3M$2.4M-$890.8K2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED28,73721,848+6,889+32%$2.1M$2.4M+$291.0K2026-11-03
Bokf, NA
DECREASED28,46128,580-1190%$2.7M$2.4M-$376.3K2026-10-27
Citizens Financial Group Inc
DECREASED28,29629,533-1,237-4%$2.8M$2.3M-$481.2K2026-10-23
Equitable Trust Co
INCREASED28,14427,472+672+2%$2.6M$2.3M-$296.5K2026-10-13
Intact Investment Management Inc.
DECREASED28,08032,100-4,020-13%$3.1M$2.3M-$744.7K2026-11-03
Inman Jager Wealth Management, LLC
INCREASED28,00427,530+474+2%$2.6M$2.3M-$313.6K2026-11-05
Stolper Co
INCREASED27,92027,617+303+1%$2.6K$2.3K-$3292026-10-13
Rahlfs Capital, LLC
DECREASED27,86527,895-300%$2.7M$2.3M-$360.1K2026-10-23
Hilltop National Bank
DECREASED27,79528,558-763-3%$2.7M$2.3M-$429.4K2026-10-14
AlphaCore Capital LLC
INCREASED27,65623,061+4,595+20%$2.2M$2.3M+$85.2K2026-11-04
Fulton Bank, N.A.
INCREASED27,27426,987+287+1%$2.6M$2.3M-$322.2K2026-10-14
Capital Square, LLC
INCREASED27,19327,192+10%$2.6M$2.3M-$345.8K2026-10-19
Klein Pavlis & Peasley Financial, Inc.
INCREASED27,17425,575+1,599+6%$2.4M$2.3M-$195.3K2026-10-13
Greenleaf Trust
DECREASED26,95328,986-2,033-7%$2.8M$2.2M-$540.1K2026-10-29
ZWJ Investment Counsel Inc
INCREASED26,62626,333+293+1%$2.5M$2.2M-$313.3K2026-10-15
Argyle Capital Management, LLC
INCREASED26,49626,321+175+1%$2.5M$2.2M-$322.9K2026-10-28
Ascent Wealth Partners, LLC
INCREASED26,32925,910+419+2%$2.5M$2.2M-$297.4K2026-10-23
Reaves W H & Co Inc
INCREASED26,15323,267+2,886+12%$2.2M$2.2M-$59.1K2026-11-06
Mcrae Capital Management Inc
DECREASED26,14127,137-996-4%$2.6M$2.2M-$430.3K2026-10-15
Frank, Rimerman Advisors LLC
DECREASED26,10726,339-232-1%$2.5M$2.2M-$356.9K2026-10-16
Accurate Wealth Management, LLC
INCREASED26,07923,699+2,380+10%$2.3M$2.3M+$31.6K2026-10-20
Aprio Wealth Management, LLC
DECREASED25,93126,127-196-1%$2.5M$2.1M-$351.2K2026-10-28
John G Ullman & Associates Inc
UNCHANGED25,84225,84200%$2.5M$2.1M-$331.3K2026-11-04
Castle Rock Wealth Management, LLC
NEW25,809—+25,809——$2.2M—2026-10-09
Advanced Asset Management Advisors Inc
UNCHANGED25,80525,80500%$2.5M$2.1M-$330.8K2026-10-20
Schear Investment Advisers, LLC
NEW25,755—+25,755——$2.1M—2026-10-14
Tempo Wealth, LLC
INCREASED25,75523,131+2,624+11%$2.2M$2.1M-$79.1K2026-10-14
B. Metzler seel. Sohn & Co. AG
UNCHANGED25,65625,65600%$2.5M$2.1M-$328.9K2026-10-30
Wealth Intelligence, LLC
INCREASED25,62024,876+744+3%$2.4M$2.1M-$257.2K2026-10-16
Cape Investment Advisory, Inc.
DECREASED25,48825,514-260%$2.4M$2.1M-$329.2K2026-10-13
Fiduciary Alliance LLC
INCREASED25,29525,060+235+1%$2.4M$2.1M-$301.8K2026-10-13
Kavar Capital Partners Group, LLC
DECREASED25,25325,262-90%$2.4M$2.1M-$324.6K2026-11-06
Koshinski Asset Management, Inc.
DECREASED25,05930,373-5,314-17%$2.9M$2.1M-$829.9K2026-10-29
American Assets Investment Management, LLC
UNCHANGED25,00025,00000%$2.4M$2.1M-$320.5K2026-10-30
TD Private Client Wealth LLC
INCREASED24,95024,530+420+2%$2.3M$2.1M-$279.7K2026-10-28
M Holdings Securities, Inc.
NEW24,881—+24,881——$2.2K—2026-11-03
Trust Co of Vermont
INCREASED24,36623,114+1,252+5%$2.2M$2.0M-$192.5K2026-10-21
Private Trust Co NA
INCREASED24,26723,542+725+3%$2.3M$2.0M-$241.7K2026-10-20
Capital Investment Advisory Services, LLC
INCREASED24,26524,263+2+0%$2.3M$2.0M-$311.5K2026-10-30
Nepsis Inc.
DECREASED24,24624,895-649-3%$2.4M$2.0M-$372.9K2026-10-13
Symphony Financial, Ltd. Co.
INCREASED24,05013,946+10,104+72%$1.3M$2.0M+$656.1K2026-10-22
Americana Partners, LLC
INCREASED23,92621,441+2,485+12%$2.1M$2.0M-$68.9K2026-10-28
LVZ, Inc.
INCREASED23,86122,775+1,086+5%$2.2M$2.0M-$202.0K2026-10-20
Churchill Financial Advisors, LLC
DECREASED23,65028,756-5,106-18%$2.8M$2.0M-$791.9K2026-10-20
Columbus Macro, LLC
INCREASED23,52822,780+748+3%$2.2M$2.0M-$230.1K2026-10-14
Brighton Jones LLC
INCREASED23,46119,463+3,998+21%$1.9M$1.9M+$81.8K2026-11-03
Smith Chas P & Associates PA Cpas
UNCHANGED23,38823,38800%$2.2M$2.1M-$105.9K2026-10-22
Wedbush Securities Inc
DECREASED23,33724,215-878-4%$2.3M$1.9K-$2.3M2026-10-22
Harbour Trust & Investment Management Co
DECREASED23,20823,258-500%$2.2M$1.9M-$302.3K2026-10-28
Patrick Mauro Investment Advisor, Inc.
INCREASED23,04421,706+1,338+6%$2.1M$1.9M-$167.4K2026-11-06
Compound Planning, Inc.
DECREASED22,94823,995-1,047-4%$2.3M$1.9M-$394.4K2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED22,8112,599+20,212+778%$248.8K$1.9M+$1.6M2026-10-16
Patten & Patten Inc
UNCHANGED22,80122,80100%$2.2M$1.9M-$292.3K2026-10-26
First United Bank & Trust
DECREASED22,35922,904-545-2%$2.2M$1.9M-$338.8K2026-10-22
Ascentis Independent Advisors
INCREASED22,271635+21,636+3407%$60.8K$1.8M+$1.8M2026-11-03
Retirement Planning Group, LLC
DECREASED22,12325,513-3,390-13%$2.4M$1.8M-$608.0K2026-10-19
CX Institutional
INCREASED22,06121,222+839+4%$2.0K$1.8K-$2022026-10-02
LMG Wealth Partners, LLC
INCREASED22,01620,768+1,248+6%$2.0M$1.8M-$162.8K2026-11-05
Cornerstone Advisory, LLC
DECREASED21,97823,407-1,429-6%$2.2M$1.8M-$418.5K2026-11-06
M&G Plc
DECREASED21,94226,957-5,015-19%$2.6M$1.8M-$766.7K2026-11-04
CenterBook Partners LP
NEW21,834—+21,834——$1.8M—2026-11-02
Cohen Klingenstein LLC
UNCHANGED21,80021,80000%$2.1M$1.8M-$279.5K2026-10-15
MSH Capital Advisors LLC
DECREASED21,40821,669-261-1%$2.1M$1.8M-$299.4K2026-11-03
Venture Visionary Partners LLC
INCREASED21,32020,384+936+5%$2.0M$1.8M-$183.7K2026-10-07
Simplex Trading, LLC
INCREASED21,31813,084+8,234+63%$1.3M$1.8M+$514.8K2026-11-04
Cordgrass Capital Advisors, LLC
INCREASED21,20420,015+1,189+6%$1.9M$1.8M-$158.0K2026-10-30
NovaPoint Capital, LLC
INCREASED21,18820,713+475+2%$2.0M$1.8M-$226.2K2026-10-22
Essex LLC
DECREASED21,17921,821-642-3%$2.1M$1.8M-$333.0K2026-10-14
Parsons Capital Management Inc
DECREASED21,04021,205-165-1%$2.0M$1.7M-$285.5K2026-10-28
Benedict Financial Advisors Inc
DECREASED20,66921,322-653-3%$2.0M$1.7M-$327.5K2026-10-07
Compass Wealth Management, LLC
INCREASED20,64820,606+42+0%$2.0M$1.7M-$260.7K2026-10-30
Evergreen Capital Management LLC
DECREASED20,63422,483-1,849-8%$2.2M$1.7M-$441.5K2026-10-23
NorthCrest Asset Manangement, LLC
INCREASED20,5348,632+11,902+138%$821.5K$1.8M+$947.5K2026-10-13
Tema Etfs LLC
INCREASED20,53420,157+377+2%$1.9M$1.7M-$227.2K2026-10-16
LongView Wealth Management
DECREASED20,48221,247-765-4%$2.0M$1.7M-$335.8K2026-10-19
Sowell Financial Services LLC
DECREASED20,46224,007-3,545-15%$2.3M$1.7M-$601.5K2026-10-23
Mayfair Advisory Group, LLC
DECREASED20,44020,703-263-1%$2.0M$1.7M-$319.2K2026-10-20
Mystic Asset Management, Inc.
INCREASED20,16219,933+229+1%$1.9M$1.7M-$236.6K2026-10-15
NTV Asset Management LLC
DECREASED20,05021,250-1,200-6%$2.0M$1.7M-$371.9K2026-10-23
Canal Insurance Co
UNCHANGED20,00020,00000%$1.9M$1.7K-$1.9M2026-10-20
Center for Wealth Management Advisory
NEW19,883—+19,883——$1.6M—2026-10-23
ICW Investment Advisors LLC
DECREASED19,85519,958-103-1%$1.9M$1.6M-$264.4K2026-10-27
Mechanics Bank Trust Department
DECREASED19,76321,723-1,960-9%$2.1M$1.6M-$441.0K2026-10-13
Quadrant Capital Group LLC
DECREASED19,75035,163-15,413-44%$3.4M$1.7M-$1.6M2026-10-20
Stenger Family Office, LLC
NEW19,722—+19,722——$1.7M—2026-10-22
Lanark Financial, Inc.
INCREASED19,56119,341+220+1%$1.9M$1.6M-$229.8K2026-10-26
Candriam S.C.A.
UNCHANGED19,52519,52500%$1.9M$1.6M-$242.6K2026-11-03
Valeo Financial Advisors, LLC
DECREASED19,47620,147-671-3%$1.9M$1.6M-$313.9K2026-10-08
Ritholtz Wealth Management
DECREASED19,42122,829-3,408-15%$2.2M$1.6M-$575.2K2026-11-05
Register Financial Advisors LLC
INCREASED19,40019,145+255+1%$1.8M$1.6M-$224.3K2026-10-23
Cohen Capital Management, Inc.
UNCHANGED19,00019,00000%$1.8M$1.6M-$243.6K2026-10-14
Cannon Financial Strategists, Inc.
INCREASED18,99817,067+1,931+11%$1.6M$1.6M-$58.8K2026-10-19
Pacific Wealth Strategies Group, Inc.
INCREASED18,98318,912+71+0%$1.8M$1.6M-$236.6K2026-11-02
Wedmont Private Capital
INCREASED18,82918,489+340+2%$1.8M$1.6M-$145.6K2026-10-09
OmniStar Financial Group, Inc.
DECREASED18,78141,922-23,141-55%$4.0M$1.6M-$2.5M2026-10-26
Oppenheimer Asset Management Inc.
INCREASED18,7732,877+15,896+553%$275.4K$1.6M+$1.3M2026-10-27
AGP Franklin, LLC
INCREASED18,63416,919+1,715+10%$1.6M$1.5M-$74.8K2026-11-04
RVW Wealth, LLC
NEW18,585—+18,585——$1.5M—2026-10-06
Maia Wealth LLC
INCREASED18,56616,089+2,477+15%$1.5M$1.5M-$9662026-10-19
Focus Financial Network, Inc.
INCREASED18,45018,206+244+1%$1.7M$1.5M-$213.1K2026-10-14
Allen Capital Group, LLC
DECREASED18,44519,660-1,215-6%$1.9M$1.5M-$352.8K2026-10-27
Bahl & Gaynor LLC
UNCHANGED18,42618,42600%$1.8M$1.5M-$236.2K2026-11-05
Concord Wealth Partners
DECREASED18,39221,665-3,273-15%$2.1M$1.5M-$549.0K2026-11-02
Weaver Capital Management LLC
DECREASED18,35819,749-1,391-7%$1.9M$1.5M-$384.4K2026-10-15
Spire Wealth Management
DECREASED18,32418,393-690%$1.8M$1.5M-$241.5K2026-10-30
Eagle Rock Investment Company, LLC
INCREASED18,29818,283+15+0%$1.7M$1.5M-$233.1K2026-10-21
NBT Bank, N.A.
DECREASED18,25318,501-248-1%$1.8M$1.5M-$257.7K2026-10-21
Chicago Partners Investment Group LLC
INCREASED18,24716,833+1,414+8%$1.6M$1.7M+$69.0K2026-10-27
Lebenthal Global Advisors, LLC
INCREASED18,20917,448+761+4%$1.7M$1.5M-$160.6K2026-10-28
Jeppson Wealth Management, LLC
INCREASED18,18717,272+915+5%$1.7M$1.5M-$145.6K2026-10-20
Orange Investment Advisors, Inc.
UNCHANGED18,13318,13300%$1.7M$1.5M-$232.5K2026-10-23
Smith Thornton Advisors LLC
DECREASED18,13118,469-338-2%$1.8M$1.5M-$278.8K2026-10-16
ForthRight Wealth Management, LLC
INCREASED18,11613,028+5,088+39%$1.2M$1.5M+$254.8K2026-11-06
Teza Capital Management LLC
NEW18,096—+18,096——$1.5M—2026-10-23
Monte Financial Group, LLC
UNCHANGED18,06518,06500%$1.7M$1.5M-$210.5K2026-11-02
CPC Advisors, LLC
INCREASED17,95617,414+542+3%$1.7M$1.5M-$178.3K2026-10-21
Primoris Wealth Advisors, LLC
UNCHANGED17,94417,94400%$1.7M$1.5M-$230.0K2026-10-28
LeConte Wealth Management, LLC
DECREASED17,80218,914-1,112-6%$1.8M$1.5M-$334.7K2026-10-20
Peoples Financial Services Corp.
DECREASED17,71217,933-221-1%$1.7M$1.5M-$248.4K2026-10-20
Diversified Trust Co
DECREASED17,36418,110-746-4%$1.7M$1.4M-$294.0K2026-11-06
Bria Capital Group, LLC
INCREASED17,21614,084+3,132+22%$1.3M$1.4M+$79.1K2026-10-22
Granite Islands Private Wealth, LLC
INCREASED17,11016,615+495+3%$1.6M$1.4M-$169.5K2026-10-16
Larson Financial Group LLC
DECREASED16,95619,041-2,085-11%$1.8M$1.4M-$416.9K2026-11-05
Ipswich Investment Management Co., Inc.
DECREASED16,89217,117-225-1%$1.6M$1.4M-$238.1K2026-10-13
Verity & Verity, LLC
DECREASED16,86718,060-1,193-7%$1.7M$1.4M-$330.4K2026-10-23
Gleason Group, Inc.
DECREASED16,85617,743-887-5%$1.7M$1.4M-$301.0K2026-10-15
Romano Brothers and Company
DECREASED16,79016,836-460%$1.6M$1.4M-$219.6K2026-10-22
Armor Investment Advisors, LLC
DECREASED16,66917,343-674-4%$1.7M$1.4M-$278.2K2026-10-27
SBI Securities Co., Ltd.
DECREASED16,63816,663-250%$1.6M$1.4M-$215.7K2026-10-22
Confluence Wealth Services, Inc.
DECREASED16,57523,814-7,239-30%$2.3M$1.4M-$905.3K2026-11-05
Allen Mooney & Barnes Investment Advisors LLC
DECREASED16,54419,624-3,080-16%$1.9M$1.4M-$506.9K2026-10-08
Old Port Advisors
DECREASED16,47217,577-1,105-6%$1.7M$1.4M-$316.9K2026-10-23
ABC Arbitrage SA
NEW16,440—+16,440——$1.4M—2026-10-23
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED16,40016,40000%$1.6M$1.6M$02026-10-15
Grove Bank & Trust
INCREASED16,3399,093+7,246+80%$870.3K$1.4M+$484.0K2026-10-08
Retirement Guys Formula LLC
INCREASED16,20915,947+262+2%$1.5M$1.3M-$182.7K2026-10-26
CapWealth Advisors, LLC
DECREASED16,18416,666-482-3%$1.6M$1.3M-$253.6K2026-10-05
Zions Bancorporation, National Association
DECREASED16,16522,825-6,660-29%$2.2M$1.3M-$844.7K2026-11-06
EPG Wealth Management LLC
INCREASED16,14814,930+1,218+8%$1.4M$1.3M-$90.4K2026-11-03
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED16,00016,00000%$1.5M$1.3M-$205.1K2026-11-06
Oak Thistle LLC
NEW15,914—+15,914——$1.3M—2026-10-21
High Net Worth Advisory Group LLC
UNCHANGED15,87415,87400%$1.5M$1.3M-$203.5K2026-10-26
Bangor Savings Bank
DECREASED15,87316,008-135-1%$1.5M$1.3M-$216.4K2026-10-06
CWS Financial Advisors, LLC
DECREASED15,83818,002-2,164-12%$1.7M$1.3M-$410.1K2026-10-16
Cornell Pochily Investment Advisors, Inc.
DECREASED15,79215,985-193-1%$1.5M$1.3M-$220.9K2026-10-19
International Assets Investment Management, LLC
INCREASED15,76415,375+389+3%$1.5M$1.3M-$146.7K2026-11-02
Concord Asset Management, LLC
DECREASED15,76416,062-298-2%$1.5M$1.3M-$230.6K2026-11-02
BlueChip Wealth Advisors LLC
INCREASED15,74412,157+3,587+30%$1.2M$1.3M+$141.5K2026-11-03
Stiles Financial Services Inc
DECREASED15,65715,717-600%$1.5M$1.3M-$206.5K2026-10-30
First City Capital Management, Inc.
DECREASED15,48815,894-406-3%$1.5M$1.3M-$237.5K2026-10-27
Ascent Group, LLC
DECREASED15,44117,256-1,815-11%$1.7M$1.3M-$371.8K2026-10-30
Parrish Capital LLC
DECREASED15,28415,418-134-1%$1.5M$1.3M-$208.8K2026-10-01
Wagner Wealth Management, LLC
INCREASED15,17711,286+3,891+34%$1.1M$1.3M+$177.9K2026-10-21
Parallel Advisors, LLC
DECREASED15,13915,168-290%$1.5M$1.3M-$196.8K2026-11-03
Procyon Advisors, LLC
DECREASED14,93515,573-638-4%$1.5M$1.2M-$252.6K2026-10-21
Diversify Wealth Management, LLC
INCREASED14,91114,219+692+5%$1.4M$1.3M-$42.1K2026-10-20
Diversify Advisory Services, LLC
INCREASED14,91114,219+692+5%$1.4M$1.3M-$42.1K2026-10-20
Elevate Wealth Advisory, Inc
INCREASED14,90614,882+24+0%$1.4M$1.2M-$188.7K2026-10-29
Kenora Financial, LLC
DECREASED14,85220,575-5,723-28%$2.0M$1.2M-$738.2K2026-10-20
Powers Advisory Group, LLC
DECREASED14,82115,114-293-2%$1.4M$1.2M-$218.1K2026-10-14
Mesirow Financial Investment Management, Inc.
DECREASED14,48314,586-103-1%$1.4M$1.2M-$195.5K2026-11-05
Jacobi Capital Management LLC
DECREASED14,29128,766-14,475-50%$2.8M$1.2M-$1.6M2026-11-05
Cane Capital Partners, LLC
NEW14,267—+14,267——$1.2M—2026-10-23
Brady Family Wealth, LLC
UNCHANGED14,18614,18600%$1.4M$1.2M-$181.9K2026-11-02
Ti-Trust, Inc
UNCHANGED14,16014,16000%$1.4M$1.2M-$181.5K2026-10-21
Outfitters Financial LLC
INCREASED14,06012,900+1,160+9%$1.2M$1.2M-$69.2K2026-10-23
Regent Peak Wealth Advisors LLC
DECREASED14,02720,560-6,533-32%$2.0M$1.2M-$805.1K2026-10-13
Stableford Capital II LLC
INCREASED14,01012,267+1,743+14%$1.2M$1.2M-$12.8K2026-10-09
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED14,00014,00000%$1.3M$1.2M-$179.5K2026-10-22
Valmark Advisers, Inc.
DECREASED13,88214,645-763-5%$1.4M$1.2M-$251.0K2026-11-06
Nations Financial Group Inc,
INCREASED13,84313,080+763+6%$1.3M$1.1M-$104.4K2026-11-05
Farmers & Merchants Trust Co of Long Beach
INCREASED13,82613,819+7+0%$1.3M$1.1M-$176.6K2026-10-22
Modera Wealth Management, LLC
INCREASED13,77311,360+2,413+21%$1.1M$1.1M+$54.4K2026-10-28
Mission Wealth Management, LP
DECREASED13,72323,627-9,904-42%$2.3M$1.1M-$1.1M2026-10-15
Retirement Planning Co of New England, Inc.
DECREASED13,68413,907-223-2%$1.3M$1.1M-$196.8K2026-10-15
Personal CFO Solutions, LLC
DECREASED13,67413,859-185-1%$1.3M$1.1M-$193.0K2026-11-06
DMC Group, LLC
DECREASED13,61413,696-82-1%$1.3M$1.1M-$182.4K2026-10-26
Patriot Financial Group Insurance Agency, LLC
INCREASED13,5379,943+3,594+36%$951.6K$1.1M+$170.5K2026-10-14
Autumn Glory Partners, LLC
INCREASED13,50713,504+3+0%$1.3M$1.1M-$172.9K2026-10-26
Spirit of America Management Corp
INCREASED13,50012,800+700+5%$1.2M$1.1M-$106.1K2026-10-14
Mitchell Sinkler & Starr
UNCHANGED13,49813,49800%$1.3M$1.1M-$173.0K2026-10-13
Advisor OS, LLC
DECREASED13,48619,895-6,409-32%$1.9M$1.1M-$786.4K2026-11-03
Wiser Wealth Management, Inc
INCREASED13,41713,296+121+1%$1.3M$1.1M-$160.5K2026-10-14
HUB Investment Partners, LLC
DECREASED13,40314,906-1,503-10%$1.4M$1.1M-$315.6K2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED13,33017,842-4,512-25%$1.7M$1.1M-$602.7K2026-10-14
CFS Investment Advisory Services, LLC
INCREASED13,29313,138+155+1%$1.3M$1.1M-$151.5K2026-10-19
GoalVest Advisory LLC
INCREASED13,26312,870+393+3%$1.2M$1.1M-$132.4K2026-10-02
Asset Planning,Inc
INCREASED13,24613,242+4+0%$1.3M$1.1M-$169.4K2026-10-26
Moneco Advisors, LLC
DECREASED13,23113,562-331-2%$1.3M$1.1M-$201.3K2026-11-05
Aaron Wealth Advisors LLC
DECREASED13,22816,175-2,947-18%$1.5M$1.1M-$451.6K2026-10-13
Firethorn Wealth Partners, LLC
DECREASED13,22713,420-193-1%$1.3M$1.1M-$188.1K2026-10-14
Bank & Trust Co
DECREASED13,19913,419-220-2%$1.3M$1.1M-$190.3K2026-10-07
Grimes & Co Wealth Management, LLC
INCREASED13,07512,995+80+1%$1.2M$1.1M-$159.9K2026-10-29
Burke & Herbert Bank & Trust Co
UNCHANGED13,05013,05000%$1.2M$1.1M-$167.3K2026-11-02
XML Financial, LLC
DECREASED13,02813,443-415-3%$1.3M$1.1M-$206.7K2026-10-29
Constitution Capital LLC
DECREASED13,02513,275-250-2%$1.3M$1.1M-$190.9K2026-10-23
Marino, Stram & Associates LLC
DECREASED13,01913,046-270%$1.2M$1.1M-$169.4K2026-10-22
Farmers & Merchants Investments Inc
INCREASED13,01413,000+14+0%$1.2M$1.1M-$165.5K2026-10-22
AdvisorNet Financial, Inc
INCREASED12,97012,048+922+8%$1.2M$1.2M+$6.1K2026-10-15
Integrity Alliance, Llc.
INCREASED12,88112,715+166+1%$1.2M$1.1M-$149.3K2026-10-29
Markowski Investments
DECREASED12,84812,869-210%$1.2M$1.1M-$166.7K2026-10-30
Blue Fin Capital, Inc.
DECREASED12,83612,854-180%$1.2M$1.1M-$166.3K2026-10-28
Park National Corp
DECREASED12,80813,976-1,168-8%$1.3M$1.1M-$276.0K2026-10-05
Cassaday & Co Wealth Management LLC
INCREASED12,78712,313+474+4%$1.2M$1.1M-$118.6K2026-10-27
Detalus Advisors, LLC
DECREASED12,70813,936-1,228-9%$1.3M$1.1M-$280.5K2026-10-15
Legacy Wealth Asset Management, LLC
INCREASED12,6928,742+3,950+45%$836.7K$1.1M+$215.3K2026-10-09
Burns J W & Co Inc
DECREASED12,69113,025-334-3%$1.2M$1.1M-$194.7K2026-10-20
Chatham Capital Group, Inc.
DECREASED12,55412,969-415-3%$1.2M$1.0M-$200.7K2026-10-16
Trust Point Inc.
DECREASED12,50813,072-564-4%$1.3M$1.0M-$214.3K2026-10-27
CoreCap Advisors, LLC
DECREASED12,34712,554-207-2%$1.2M$1.0M-$178.0K2026-10-08
B. Riley Wealth Advisors, Inc.
INCREASED12,29510,899+1,396+13%$1.1M$1.0M-$35.4K2026-10-13
Essex Bank
UNCHANGED12,29312,29300%$1.2M$1.0M-$157.7K2026-10-16
Archford Capital Strategies, LLC
INCREASED12,26812,191+77+1%$1.2M$1.0M-$149.9K2026-10-19
SRH Advisors, LLC
DECREASED12,19312,592-399-3%$1.2M$1.0M-$194.5K2026-10-22
Krilogy Financial LLC
INCREASED12,14710,518+1,629+15%$1.0M$1.1M+$50.5K2026-10-13
Cullen T Bankers, Inc.
INCREASED12,1428,743+3,399+39%$836.8K$1.0M+$169.7K2026-10-28
Chemung Canal Trust Co
DECREASED11,97529,963-17,988-60%$2.9M$992.6K-$1.9M2026-11-04
Kingsman Wealth Management, Inc.
INCREASED11,93710,062+1,875+19%$963.0K$989.5K+$26.4K2026-10-13
VestGen Advisors, LLC
DECREASED11,91616,308-4,392-27%$1.6M$987.7K-$573.1K2026-10-27
Adirondack Trust Co
INCREASED11,81911,470+349+3%$1.1M$979.5K-$118.2K2026-10-14
Cornerstone Planning, LLC
INCREASED11,72511,645+80+1%$1.1M$1.1M-$36.8K2026-10-27
Raleigh Capital Management Inc.
DECREASED11,70911,786-77-1%$1.1M$970.6K-$157.5K2026-10-28
Asset Advisors Investment Management, LLC
DECREASED11,67713,263-1,586-12%$1.3M$967.9K-$301.5K2026-10-19
Busey Bank
DECREASED11,58312,197-614-5%$1.2M$960.1K-$207.3K2026-10-26
Tannin Capital LLC
DECREASED11,57012,844-1,274-10%$1.2M$959.0K-$270.3K2026-11-05
Burney Co/
INCREASED11,51711,467+50+0%$1.1M$954.6K-$142.9K2026-10-15
Navigate Wealth Management, LLC
INCREASED11,50711,410+97+1%$1.1M$991.6K-$95.8K2026-10-14
Investment Planning Advisors, Inc.
INCREASED11,46510,123+1,342+13%$968.8K$950.4K-$18.5K2026-10-14
Balboa Wealth Partners
INCREASED11,44111,301+140+1%$1.1M$948.4K-$133.2K2026-10-20
Allegheny Financial Group
DECREASED11,28311,942-659-6%$1.1M$935.3K-$207.7K2026-11-05
St. Johns Investment Management Company, LLC
INCREASED11,23310,454+779+7%$1.0M$931.1K-$69.4K2026-10-30
Smith Salley Wealth Management
INCREASED11,22510,380+845+8%$993.5K$930.4K-$63.1K2026-11-03
Uptick Partners, LLC
INCREASED11,2037,754+3,449+44%$742.1K$928.6K+$186.5K2026-11-04
Avidian Wealth Enterprises, LLC
INCREASED11,12510,153+972+10%$971.8K$922.1K-$49.7K2026-10-08
Strategic Blueprint, LLC
INCREASED11,09810,888+210+2%$1.0M$919.9K-$122.2K2026-10-22
Kuhn & Co Investment Counsel
INCREASED11,03111,003+28+0%$1.1M$914.4K-$138.7K2026-10-29
Elyxium Wealth, LLC
INCREASED10,98810,861+127+1%$1.0M$910.8K-$128.7K2026-10-27
United Advisor Group, LLC
DECREASED10,98212,138-1,156-10%$1.2M$910.3K-$251.4K2026-11-03
GC Wealth Management RIA, LLC
DECREASED10,90911,552-643-6%$1.1M$904.2K-$201.4K2026-11-02
Montecito Bank & Trust
DECREASED10,90411,160-256-2%$1.1M$903.8K-$164.3K2026-10-01
Claro Advisors Inc.
INCREASED10,9009,987+913+9%$955.8K$903.5K-$52.3K2026-11-02
Patten Group, Inc.
INCREASED10,86610,142+724+7%$970.7K$900.7K-$70.0K2026-10-26
AMI Asset Management Corp
INCREASED10,84810,769+79+1%$1.0M$899.2K-$131.5K2026-10-20
Wiregrass Investment Management LLC
DECREASED10,82011,209-389-3%$1.1M$896.9K-$175.9K2026-11-05
Chesley Taft & Associates LLC
DECREASED10,77110,822-510%$1.0M$892.8K-$143.0K2026-10-13
Mainsail Asset Management, LLC
DECREASED10,74211,772-1,030-9%$1.1M$917.8K-$204.0K2026-10-14
Arrow Financial Corp
INCREASED10,7218,547+2,174+25%$818.0K$888.7K+$70.6K2026-10-26
Acorn Wealth Advisors, LLC
INCREASED10,70010,468+232+2%$1.0M$886.9K-$115.0K2026-10-19
Cigna Investments Inc
INCREASED10,69210,577+115+1%$1.0M$886-$1.0M2026-10-19
Richards, Merrill & Peterson, Inc.
INCREASED10,65210,402+250+2%$995.6K$882.9K-$112.7K2026-10-19
Provenance Wealth Advisors, LLC
INCREASED10,58038+10,542+27742%$3.6K$877.0K+$873.3K2026-10-30
Leisure Capital Management
INCREASED10,57110,554+17+0%$1.0M$876.2K-$133.9K2026-11-03
Bryn Mawr Trust Advisors, LLC
DECREASED10,52110,610-89-1%$1.0M$872.0K-$143.4K2026-11-04
Silverlake Wealth Management LLC
DECREASED10,50510,839-334-3%$1.0M$870.8K-$166.6K2026-10-21
Axxcess Wealth Management, LLC
DECREASED10,46816,985-6,517-38%$1.6M$867.6K-$758.0K2026-10-21
Xcel Wealth Management, LLC
DECREASED10,45210,872-420-4%$1.0M$866.4K-$174.2K2026-10-26
RS Crum Inc.
INCREASED10,41510,413+2+0%$996.6K$863.3K-$133.4K2026-10-19
Golden State Wealth Management, LLC
INCREASED10,4059,441+964+10%$903.7K$862.5K-$41.2K2026-11-02
Washington Trust Co
UNCHANGED10,40210,40200%$995.6K$862.2K-$133.4K2026-10-22
Kennedy Investment Group, Inc.
DECREASED10,37910,501-122-1%$1.0M$860.3K-$144.7K2026-10-21
Patton Albertson Miller Group, LLC
DECREASED10,36410,605-241-2%$1.0M$859.1K-$155.9K2026-10-26
Fourpath Capital Management, LLC
DECREASED10,33210,333-10%$989.0K$856.4K-$132.5K2026-10-19
Avanza Fonder AB
UNCHANGED10,29610,29600%$985.4K$853.4K-$132.0K2026-10-13
Lakeshore Financial Planning, Inc.
INCREASED10,1388,386+1,752+21%$802.7K$840.3K+$37.6K2026-10-13
Cerro Pacific Wealth Advisors LLC
INCREASED10,08710,083+4+0%$965.0K$836.1K-$128.9K2026-10-22
Investment Partners Asset Management, Inc.
INCREASED10,04010,038+2+0%$960.7K$832.2K-$128.5K2026-10-09
Howard Capital Management Group, LLC
INCREASED9,9929,518+474+5%$910.9K$828.3K-$82.6K2026-10-16
HBW Advisory Services LLC
DECREASED9,97910,408-429-4%$996.2K$827.1K-$169.0K2026-10-15
Wilmington Savings Fund Society, FSB
DECREASED9,94610,646-700-7%$1.0M$824.4K-$194.5K2026-10-23
McGlone Suttner Wealth Management, Inc.
INCREASED9,9279,850+77+1%$942.8K$822.9K-$119.9K2026-10-13
Sunburst Financial Group, LLC
DECREASED9,8819,909-280%$948.4K$819.0K-$129.4K2026-10-09
Clifford Swan Investment Counsel LLC
DECREASED9,8749,973-99-1%$954.5K$818.4K-$136.1K2026-11-05
Home Federal Bank of Tennessee
DECREASED9,8609,995-135-1%$956.6K$817.3K-$139.3K2026-10-15
SeaCrest Wealth Management, LLC
DECREASED9,83010,461-631-6%$1.0M$814.8K-$186.4K2026-10-21
Excalibur Management Corp
DECREASED9,7949,819-250%$939.8K$811.8K-$128.0K2026-11-02
Philadelphia Trust Co
DECREASED9,72514,020-4,295-31%$1.3M$806-$1.3M2026-11-05
Plimoth Trust Co LLC
DECREASED9,6029,687-85-1%$927.1K$795.9K-$131.2K2026-10-26
Sheets Smith Wealth Management
DECREASED9,55012,049-2,499-21%$1.2M$791.6K-$361.6K2026-10-16
HBK Sorce Advisory LLC
INCREASED9,5439,437+106+1%$878.6K$890.7K+$12.2K2026-11-06
V-Square Quantitative Management LLC
INCREASED9,5288,004+1,524+19%$766.1K$789.8K+$23.7K2026-10-15
Cookson Peirce & Co Inc
UNCHANGED9,5289,52800%$911.9K$789.8K-$122.1K2026-10-30
Facet Wealth, Inc.
INCREASED9,5189,249+269+3%$885.2K$788.9K-$96.3K2026-11-04
Tortuga Wealth Management, Inc
INCREASED9,4738,988+485+5%$860.3K$785.3K-$75.0K2026-10-27
Eagle Strategies LLC
INCREASED9,4619,460+1+0%$905.4K$784.2K-$121.2K2026-10-16
Kondo Wealth Advisors, Inc.
NEW9,435—+9,435——$782.1K—2026-10-19
Norris Perne & French LLP
DECREASED9,3439,436-93-1%$903.2K$774.4K-$128.7K2026-10-23
Southern Michigan Bank & Trust
DECREASED9,3339,568-235-2%$915.8K$773.6K-$142.1K2026-10-19
Baker Avenue Asset Management, LP
INCREASED9,3198,902+417+5%$852.0K$772.4K-$79.6K2026-11-06
Ignite Planners, LLC
INCREASED9,3118,924+387+4%$854.5K$776.2K-$78.3K2026-10-14
Mechanics Financial Corp
UNCHANGED9,3019,30100%$890.2K$771.0K-$119.2K2026-11-05
Cidel Asset Management Inc
INCREASED9,2828,659+623+7%$828.8K$769.4K-$59.4K2026-10-29
William Allan Corp
DECREASED9,2759,556-281-3%$914.6K$768.8K-$145.8K2026-10-14
Texas Bank & Trust Co
DECREASED9,19711,421-2,224-19%$1.1M$762.3K-$330.8K2026-11-04
Pinion Investment Advisors, LLC
INCREASED9,1469,082+64+1%$869.2K$758.1K-$111.1K2026-11-04
Turtle Creek Wealth Advisors, LLC
DECREASED9,14511,675-2,530-22%$1.1M$758.1K-$359.4K2026-10-15
Mendel Money Management
UNCHANGED9,1199,11900%$872.8K$755.9K-$116.9K2026-11-02
First County Bank
DECREASED9,0439,656-613-6%$924.2K$749.6K-$174.6K2026-10-13
Shepherd Financial Partners LLC
DECREASED8,9538,995-420%$860.9K$742.1K-$118.8K2026-11-03
Salem Investment Counselors Inc
DECREASED8,9399,119-180-2%$872.8K$741.0K-$131.8K2026-10-13
Journey Advisory Group, LLC
DECREASED8,8489,105-257-3%$871.4K$733.4K-$138.0K2026-11-04
MQS Management LLC
INCREASED8,8465,886+2,960+50%$563.3K$733.2K+$169.9K2026-11-06
Woodward Diversified Capital, LLC
DECREASED8,8229,128-306-3%$873.6K$731.3K-$142.3K2026-10-21
Northeast Investment Management
UNCHANGED8,8218,82100%$844.2K$731.1K-$113.1K2026-10-30
Capstone Wealth Management, LLC
INCREASED8,8167,867+949+12%$753.0K$730.7K-$22.3K2026-11-02
Cherokee Insurance Co
UNCHANGED8,8008,80000%$842.2K$729.4K-$112.8K2026-11-05
City State Bank
UNCHANGED8,7888,78800%$841.1K$728.4K-$112.7K2026-10-20
Davis Capital Management
DECREASED8,7498,898-149-2%$851.6K$725.2K-$126.4K2026-10-08
Roberts Wealth Advisors, LLC
UNCHANGED8,7398,73900%$836.4K$724.4K-$112.0K2026-10-14
Paragon Private Wealth Management, LLC
INCREASED8,7318,121+610+8%$777.3K$723.7K-$53.6K2026-10-20
Insight Inv LLC
UNCHANGED8,7058,70500%$833.2K$721.6K-$111.6K2026-10-27
Shulman DeMeo Asset Management LLC
INCREASED8,6658,639+26+0%$826.8K$726.0K-$100.8K2026-10-09
North Star Investment Management Corp.
DECREASED8,6568,676-200%$830.3K$717.5K-$112.8K2026-10-27
Beaumont Financial Advisors, LLC
DECREASED8,6348,647-130%$827.6K$715.7K-$111.9K2026-10-22
Vann Equity Management LLC
INCREASED8,6268,296+330+4%$794.0K$715.0K-$79.0K2026-10-08
West Bancorporation Inc
INCREASED8,6108,285+325+4%$793.0K$713.7K-$79.3K2026-10-29
Valley Brook Capital Group, Inc.
DECREASED8,6068,654-48-1%$828.3K$713.4K-$114.9K2026-10-26
Aviance Capital Partners, LLC
UNCHANGED8,5798,57900%$821.1K$711.1K-$110.0K2026-10-29
LVW Advisors, LLC
DECREASED8,5479,471-924-10%$906.5K$708.5K-$198.0K2026-10-19
Sard Wealth Management Group, LLC
DECREASED8,5348,649-115-1%$827.8K$707.4K-$120.5K2026-10-16
Ironsides Asset Advisors, LLC
INCREASED8,5246,595+1,929+29%$631.2K$706.6K+$75.4K2026-10-20
Benin Management Corp
UNCHANGED8,4838,48300%$811.9K$703.2K-$108.8K2026-10-22
Graves Light Lenhart Wealth, Inc.
INCREASED8,4818,470+11+0%$810.7K$703.0K-$107.6K2026-10-09
SVB Wealth LLC
DECREASED8,4688,927-459-5%$854.4K$701.9K-$152.5K2026-11-06
Community Bank of Raymore
DECREASED8,4508,950-500-6%$856.6K$700.4K-$156.2K2026-10-23
Visionary Horizons, LLC
INCREASED8,4478,135+312+4%$778.6K$700.2K-$78.4K2026-10-22
Howard Capital Management, LLC
DECREASED8,4418,531-90-1%$816.5K$699.7K-$116.8K2026-10-16
Franklin Street Advisors Inc
INCREASED8,4358,430+5+0%$806.9K$699.2K-$107.7K2026-10-13
R Squared Ltd
NEW8,434—+8,434——$699.1K—2026-11-06
Trueblood Wealth Management, LLC
DECREASED8,4198,597-178-2%$822.8K$697.9K-$124.9K2026-10-23
Breakwater Capital Group
DECREASED8,3989,323-925-10%$892.3K$696.1K-$196.2K2026-10-09
Verity Asset Management, Inc.
INCREASED8,3638,361+2+0%$800.2K$693.1K-$107.1K2026-10-30
Ables, Iannone, Moore & Associates, Inc.
DECREASED8,3628,818-456-5%$844.1K$693.2K-$150.9K2026-10-06
NBH Bank
INCREASED8,3428,114+228+3%$776.6K$691.5K-$85.1K2026-11-05
1834 Investment Advisors Co
DECREASED8,32910,518-2,189-21%$1.0M$690.4K-$316.3K2026-10-16
Cypress Capital Group
DECREASED8,3108,510-200-2%$814.5K$688.8K-$125.7K2026-11-03
Plancorp, LLC
INCREASED8,2808,208+72+1%$791.9K$775.9K-$15.9K2026-11-03
Integrated Advisors Network LLC
DECREASED8,2278,715-488-6%$834.1K$681.9K-$152.2K2026-10-20
Cyndeo Wealth Partners, LLC
DECREASED8,2218,254-330%$790.0K$681.4K-$108.5K2026-10-16
Nikulski Financial, Inc.
DECREASED8,2208,494-274-3%$812.9K$681.3K-$131.6K2026-11-06
Balentine LLC
DECREASED8,2018,277-76-1%$792.2K$679.8K-$112.4K2026-11-03
Capital Advisors Wealth Management, LLC
DECREASED8,1998,278-79-1%$792.3K$679.6K-$112.6K2026-10-09
Atlas Wealth Partners, LLC
INCREASED8,0277,802+225+3%$746.7K$665.4K-$81.4K2026-11-03
M.E. Allison & Co., Inc.
UNCHANGED7,9967,99600%$765.3K$662.8K-$102.5K2026-10-09
Partners Wealth Management, LLC
INCREASED7,9924,549+3,443+76%$435.4K$662.5K+$227.1K2026-10-28
Gables Capital Management Inc.
DECREASED7,9928,192-200-2%$784.1K$662.5K-$121.6K2026-11-04
Indivisible Partners
INCREASED7,9222,943+4,979+169%$281.7K$656.7K+$375.0K2026-10-26
Summit Wealth Group LLC / Co
INCREASED7,9057,444+461+6%$712.5K$655.2K-$57.3K2026-10-29
TCV Trust & Wealth Management, Inc.
INCREASED7,8696,411+1,458+23%$613.6K$652.3K+$38.7K2026-10-16
Clear Creek Financial Management, LLC
DECREASED7,8678,276-409-5%$792.1K$652.1K-$140.0K2026-10-28
1620 Investment Advisors, Inc.
DECREASED7,85010,600-2,750-26%$1.0M$650.7K-$363.9K2026-11-04
SageOak Financial, LLC
UNCHANGED7,8447,84400%$750.7K$650.2K-$100.6K2026-10-19
KPP Advisory Services LLC
DECREASED7,82110,635-2,814-26%$1.0M$648.3K-$369.6K2026-10-26
Certified Advisory Corp
INCREASED7,8157,788+27+0%$745.3K$647.8K-$97.5K2026-10-29
Grant Street Asset Management, Inc.
INCREASED7,8017,148+653+9%$684.1K$646.6K-$37.5K2026-10-26
Successful Portfolios LLC
DECREASED7,7577,975-218-3%$761.4K$650.0K-$111.4K2026-10-09
Sculati Wealth Management, LLC
DECREASED7,73412,077-4,343-36%$1.2M$673.2K-$477.8K2026-10-19
71 West Capital Partners
DECREASED7,7127,924-212-3%$758.4K$639.2K-$119.2K2026-11-04
McLean Asset Management Corp
DECREASED7,7027,729-270%$730.7K$718.9K-$11.8K2026-11-06
Probity Advisors, Inc.
DECREASED7,6847,711-270%$738.0K$636.9K-$101.1K2026-10-23
Dickmeyer Boyce Financial Management, Inc.
DECREASED7,6737,745-72-1%$741.3K$636.0K-$105.3K2026-10-08
Archer Investment Corp
UNCHANGED7,6637,66300%$733.4K$635.2K-$98.2K2026-11-05
RIA Advisory Group LLC
DECREASED7,6628,573-911-11%$820.5K$635.1K-$185.4K2026-10-15
Beaumont Asset Management, L.L.C.
INCREASED7,6047,570+34+0%$724.5K$630.3K-$94.2K2026-10-16
Keudell ison Wealth Management
DECREASED7,5877,697-110-1%$736.7K$628.9K-$107.8K2026-10-16
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED7,5557,55500%$723.1K$626.2K-$96.9K2026-10-26
Skyline Advisors, Inc.
UNCHANGED7,5077,50700%$718.5K$622.3K-$96.2K2026-11-03
Wealth Quarterback LLC
INCREASED7,4587,349+109+1%$703.4K$618.2K-$85.2K2026-10-20
Daviman Financial, LLC
INCREASED7,4587,397+61+1%$707.9K$618.2K-$89.7K2026-11-06
Abel Hall, LLC
DECREASED7,4489,189-1,741-19%$879.4K$617.3K-$262.1K2026-10-19
Wilkins Miller Wealth Management, LLC
INCREASED7,4107,323+87+1%$700.8K$614.2K-$86.7K2026-10-13
LaFleur & Godfrey LLC
DECREASED7,3847,403-190%$708.6K$612.1K-$96.5K2026-10-27
Crestwood Advisors Group, LLC
DECREASED7,3538,326-973-12%$796.9K$609.5K-$187.4K2026-10-27
W Advisors, LLC
INCREASED7,3307,271+59+1%$695.9K$607.6K-$88.3K2026-11-02
MBM Wealth Consultants, LLC
INCREASED7,3136,060+1,253+21%$580.0K$606.2K+$26.2K2026-10-20
Clearstead Trust, LLC
INCREASED7,3107,271+39+1%$695.9K$605.9K-$90.0K2026-11-06
Davidson Investment Advisors
UNCHANGED7,3007,30000%$698.7K$605.1K-$93.6K2026-10-20
Garner Asset Management Corp
DECREASED7,2817,669-388-5%$734.0K$674.0K-$60.0K2026-10-30
Supplemental Annuity Collective Trust of NJ
INCREASED7,2797,230+49+1%$692.0K$603.4K-$88.6K2026-11-02
Country Trust Bank
INCREASED7,2367,228+8+0%$691.8K$599.8K-$92.0K2026-10-30
WMG Financial Advisors, LLC
UNCHANGED7,2137,21300%$690.3K$690.3K$02026-10-28
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED7,1935,217+1,976+38%$499.3K$596.3K+$96.9K2026-10-28
Stokes Capital Advisors, LLC
UNCHANGED7,1837,18300%$687.5K$595.4K-$92.1K2026-10-09
Baldwin Wealth Partners LLC
UNCHANGED7,1667,16600%$685.9K$594.0K-$91.9K2026-10-13
Diversified Management Inc
NEW7,144—+7,144——$592.2K—2026-10-08
Mason & Associates, LLC
UNCHANGED7,1327,13200%$682.6K$591.2K-$91.4K2026-10-26
Summit Asset Management, LLC
INCREASED7,1257,100+25+0%$679.5K$590.6K-$88.9K2026-11-05
Shuttleworth & Co
DECREASED7,1179,171-2,054-22%$877.8K$589.9K-$287.8K2026-10-30
Grey Ledge Advisors, LLC
DECREASED7,1028,196-1,094-13%$784.5K$588.7K-$195.8K2026-11-02
BCS Wealth Management
INCREASED7,0527,030+22+0%$672.8K$584.5K-$88.3K2026-11-03
DB&C Advisors, LLC
INCREASED7,0507,025+25+0%$672.4K$584.3K-$88.0K2026-10-26
Abound Wealth Management
INCREASED7,0166,920+96+1%$662.4K$581.6K-$80.8K2026-10-26
Financial Enhancement Group LLC
INCREASED7,0156,967+48+1%$666.8K$599.4K-$67.5K2026-10-08
Formidable Asset Management, LLC
INCREASED7,0125,924+1,088+18%$571.8K$671.1K+$99.3K2026-11-03
Columbia Asset Management
DECREASED7,0117,141-130-2%$683.4K$581.1K-$102.3K2026-10-19
Wealth Dimensions Group, Ltd.
DECREASED6,9787,271-293-4%$695.9K$578.4K-$117.5K2026-11-02
Norden Group LLC
DECREASED6,9108,103-1,193-15%$775.6K$572.8K-$202.8K2026-10-20
Vista Capital Partners, Inc.
DECREASED6,9068,865-1,959-22%$848.5K$572.4K-$276.0K2026-11-06
Landmark Wealth Management, LLC
INCREASED6,9056,901+4+0%$660.5K$572.4K-$88.1K2026-11-03
Capital Asset Advisory Services LLC
INCREASED6,8676,298+569+9%$602.8K$643.5K+$40.6K2026-10-30
Summit Global Investments
INCREASED6,8634,144+2,719+66%$397.0K$569-$396.4K2026-10-28
Sentry LLC
INCREASED6,8536,851+2+0%$655.7K$568.1K-$87.7K2026-10-30
Greenup Street Wealth Management LLC
DECREASED6,8066,856-50-1%$656.2K$564.2K-$92.0K2026-10-28
United Capital Management of KS, Inc.
INCREASED6,7766,606+170+3%$632.2K$561.6K-$70.6K2026-11-04
Richwood Investment Advisors, LLC
DECREASED6,7436,943-200-3%$664.5K$558.9K-$105.6K2026-10-30
Client 1ST Advisory Group, LLC
DECREASED6,7277,089-362-5%$678.5K$557.6K-$120.9K2026-10-19
Finward Bancorp
INCREASED6,7246,586+138+2%$630.3K$557.4K-$73.0K2026-10-14
Independent Financial Group, LLC
INCREASED6,7236,125+598+10%$586.2K$557.3K-$29.0K2026-10-13
Davidson Trust Co
DECREASED6,7166,864-148-2%$657.0K$556.7K-$100.3K2026-10-09
Good Harbor Advisors, Inc.
DECREASED6,7106,740-300%$645.2K$556.3K-$88.9K2026-10-20
David J Yvars Group
DECREASED6,7006,830-130-2%$653.7K$555.3K-$98.4K2026-10-09
SAX Wealth Advisors, LLC
INCREASED6,6956,567+128+2%$633.8K$554.9K-$78.9K2026-10-13
Cornerstone Wealth Management, LLC
DECREASED6,6737,680-1,007-13%$735.0K$553.1K-$181.9K2026-11-04
TritonPoint Partners, LLC
DECREASED6,6406,731-91-1%$644.2K$550.4K-$93.8K2026-11-05
Mccarter Private Wealth Services LLC
DECREASED6,6326,647-150%$636.2K$549.7K-$86.5K2026-10-22
Avestar Capital, LLC
DECREASED6,6207,373-753-10%$705.6K$548.7K-$156.9K2026-10-28
Signal Advisors Wealth, LLC
INCREASED6,5876,317+270+4%$604.6K$546.0K-$58.7K2026-10-13
Walser Wealth Management Company, A Ltd Liability Co
INCREASED6,5846,454+130+2%$617.7K$545.7K-$72.0K2026-10-15
Univest Financial Corp
INCREASED6,5836,174+409+7%$590.9K$545.7K-$45.2K2026-11-05
Pictet North America Advisors SA
NEW6,561—+6,561——$543.8K—2026-10-21
Platform Technology Partners
INCREASED6,5464,107+2,439+59%$393.0K$542.6K+$149.5K2026-11-02
Clearwave Capital, LLC
INCREASED6,5346,017+517+9%$575.9K$541.6K-$34.4K2026-10-27
Tritonpoint Wealth, LLC
INCREASED6,4846,479+5+0%$620.1K$537.4K-$82.6K2026-10-19
PDS Planning, Inc
DECREASED6,4756,492-170%$621.3K$536.7K-$84.6K2026-11-03
Flagship Harbor Advisors, LLC
DECREASED6,4646,493-290%$621.5K$535.8K-$85.6K2026-10-26
ProVise Management Group, LLC
INCREASED6,4516,443+8+0%$616.7K$534.7K-$82.0K2026-11-06
BCR Wealth Strategies, LLC
DECREASED6,4496,703-254-4%$641.0K$534.5K-$106.5K2026-11-06
Pinnacle Wealth Planning Services, Inc.
DECREASED6,3966,772-376-6%$648.1K$530.1K-$118.0K2026-10-27
Searle & Co.
UNCHANGED6,3586,35800%$608.5K$527.0K-$81.5K2026-11-04
Brown Miller Wealth Management, LLC
UNCHANGED6,3586,35800%$608.5K$527.0K-$81.5K2026-11-02
Chicago Capital, LLC
UNCHANGED6,3576,35700%$608.4K$526.9K-$81.5K2026-10-13
Builder Investment Group Inc
UNCHANGED6,3376,33700%$606.5K$525.3K-$81.2K2026-10-22
Marble Harbor Investment Counsel, LLC
UNCHANGED6,3326,33200%$606.0K$524.9K-$81.2K2026-11-06
White Lighthouse Investment Management Inc.
INCREASED6,3306,309+21+0%$603.8K$524.7K-$79.1K2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED6,3076,246+61+1%$597.8K$522.8K-$75.0K2026-10-27
Mirador Capital Partners LP
INCREASED6,2656,160+105+2%$589.6K$519.3K-$70.3K2026-10-09
Triad Wealth Partners, LLC
INCREASED6,2385,144+1,094+21%$478.1K$517.1K+$38.9K2026-10-26
Robertson Stephens Wealth Management, LLC
INCREASED6,2165,270+946+18%$504.4K$515.3K+$10.9K2026-10-16
Welch & Forbes LLC
UNCHANGED6,2166,21600%$594.9K$515.2K-$79.7K2026-11-04
Summit Financial Wealth Advisors, LLC
INCREASED6,2015,990+211+4%$573.3K$514.0K-$59.3K2026-10-15
Integras Partners LLC
UNCHANGED6,1986,19800%$593.2K$513.7K-$79.5K2026-10-30
Cranbrook Wealth Management, LLC
UNCHANGED6,1866,18600%$592.1K$512.8K-$79.3K2026-10-28
Focused Alpha, LLC
DECREASED6,1806,497-317-5%$621.8K$512.2K-$109.6K2026-10-20
American National Bank & Trust
DECREASED6,1516,254-103-2%$598.6K$509.9K-$88.7K2026-10-07
3Chopt Investment Partners, LLC
DECREASED6,1227,284-1,162-16%$697.2K$507.5K-$189.7K2026-10-30
Soltis Investment Advisors LLC
INCREASED6,1114,681+1,430+31%$448.0K$506.6K+$58.5K2026-10-28
Nilsine Partners, LLC
DECREASED6,1066,547-441-7%$626.6K$506.1K-$120.5K2026-11-02
Means Investment Co., Inc.
DECREASED6,0986,828-730-11%$653.5K$505.4K-$148.1K2026-11-03
First Command Advisory Services, Inc.
INCREASED6,0752,009+4,066+202%$192.3K$503.6K+$311.3K2026-11-05
Sound Income Strategies, LLC
INCREASED6,0514,930+1,121+23%$471.8K$521.3K+$49.5K2026-10-09
Marathon Capital Management
DECREASED6,0506,265-215-3%$599.6K$501.5K-$98.1K2026-10-23
Legacy Financial Strategies, LLC
INCREASED5,9945,938+56+1%$568.3K$496.9K-$71.5K2026-10-15
Inscription Capital, LLC
DECREASED5,9936,211-218-4%$594.5K$496.8K-$97.7K2026-11-02
BankPlus Trust Department
DECREASED5,9806,386-406-6%$611.2K$495.7K-$115.5K2026-11-06
Fjell Capital, LLC
INCREASED5,9715,526+445+8%$528.9K$494.9K-$34.0K2026-10-13
Forum Financial Management, LP
DECREASED5,9656,538-573-9%$625.8K$494.5K-$131.3K2026-10-16
Bill Few Associates, Inc.
INCREASED5,9405,925+15+0%$567.1K$492.4K-$74.7K2026-10-09
PFW Advisors LLC
DECREASED5,8896,048-159-3%$578.9K$488.1K-$90.8K2026-10-07
Verus Financial Partners, Inc.
INCREASED5,8815,854+27+0%$560.3K$487.5K-$72.8K2026-10-29
Legacy Trust
INCREASED5,8784,413+1,465+33%$422.4K$550.8K+$128.5K2026-11-06
Cooper Financial Group
DECREASED5,8786,326-448-7%$605.4K$487.2K-$118.2K2026-10-07
Greg Jennings, LLC
NEW5,877—+5,877——$487.1K—2026-10-19
6th Street Advisors, LLC
INCREASED5,8485,670+178+3%$542.7K$484.8K-$57.9K2026-10-14
BAR Harbor Wealth Management
INCREASED5,8285,706+122+2%$546.1K$483.1K-$63.0K2026-10-21
Cohen Investment Advisors LLC
INCREASED5,8265,557+269+5%$531.9K$482.9K-$48.9K2026-10-20
Diligent Investors, LLC
INCREASED5,7945,790+4+0%$554.2K$480.3K-$73.9K2026-10-21
Mindset Wealth Management, LLC
DECREASED5,7746,347-573-9%$607.5K$478.6K-$128.9K2026-10-19
Ballew Advisors, Inc
INCREASED5,7505,748+2+0%$563.2K$481.4K-$81.7K2026-10-05
Gradient Investments LLC
DECREASED5,7458,412-2,667-32%$805.1K$476.2K-$328.9K2026-10-08
Cross Staff Investments Inc
DECREASED5,7355,835-100-2%$558.5K$475.4K-$83.1K2026-10-22
Hickory Point Bank & Trust
UNCHANGED5,7325,73200%$548.6K$475.1K-$73.5K2026-10-01
Wealth Alliance Advisory Group, LLC
DECREASED5,7316,698-967-14%$641.1K$475.0K-$166.0K2026-10-14
Duncker Streett & Co Inc
UNCHANGED5,7005,70000%$545.5K$472.4K-$73.1K2026-10-27
Union Savings Bank
DECREASED5,6855,952-267-4%$569.7K$471.2K-$98.5K2026-10-14
Gateway Investment Advisers LLC
INCREASED5,6794,299+1,380+32%$411.5K$470.7K+$59.2K2026-10-13
Websterrogers Financial Advisors, LLC
UNCHANGED5,6735,67300%$543.0K$470.2K-$72.7K2026-11-02
Intrua Financial, LLC
INCREASED5,6485,633+15+0%$539.1K$468.1K-$71.0K2026-10-28
Syverson Strege & Co
DECREASED5,6075,686-79-1%$544.2K$464.7K-$79.4K2026-11-02
Atlas Brown,Inc.
INCREASED5,5245,443+81+1%$520.9K$457.9K-$63.1K2026-10-09
Fee-Only Financial Planning, L.C.
UNCHANGED5,5185,51800%$528.1K$457.3K-$70.7K2026-10-23
Hilton Head Capital Partners, LLC
INCREASED5,5095,505+4+0%$526.9K$456.7K-$70.2K2026-10-23
Beacon Financial Group
DECREASED5,4537,030-1,577-22%$672.9K$452.0K-$220.8K2026-10-19
BOS Asset Management, LLC
INCREASED5,4505,447+3+0%$521.4K$451.7K-$69.7K2026-10-09
Compass Financial Management LLC
INCREASED5,4445,033+411+8%$474.8K$451.2K-$23.6K2026-10-30
Gainline Financial Partners, LLC
DECREASED5,4245,464-40-1%$523.0K$449.6K-$73.4K2026-10-15
Congress Asset Management Co
UNCHANGED5,4115,41100%$517.9K$448.5K-$69.4K2026-10-06
Thrive Wealth Management, LLC
DECREASED5,3915,497-106-2%$526.1K$446.8K-$79.3K2026-10-13
Bath Savings Trust Co
INCREASED5,3865,334+52+1%$510.5K$446.4K-$64.1K2026-10-07
Shrier Wealth Management, LLC
INCREASED5,3805,138+242+5%$491.8K$445.9K-$45.9K2026-10-20
Wealthcare Capital Management LLC
UNCHANGED5,3355,33500%$510.6K$442.2K-$68.4K2026-10-21
Investors Research Corp
DECREASED5,3335,676-343-6%$543.3K$442.1K-$101.2K2026-10-07
First Business Financial Services, Inc.
INCREASED5,3245,311+13+0%$508.3K$441.3K-$67.0K2026-10-29
Catalyst Financial Partners LLC
DECREASED5,2766,300-1,024-16%$603.0K$437.3K-$165.6K2026-11-06
GHP Investment Advisors, Inc.
DECREASED5,2645,588-324-6%$534.8K$436.3K-$98.5K2026-10-15
Gratus Wealth Advisors, LLC
DECREASED5,2365,333-97-2%$510.5K$434.0K-$76.4K2026-10-26
Argus Investors' Counsel, Inc.
DECREASED5,2095,230-210%$500.6K$431.8K-$68.8K2026-10-09
Eastover Investment Advisors LLC
UNCHANGED5,1855,18500%$496.3K$429.8K-$66.5K2026-10-05
Kathmere Capital Management, LLC
INCREASED5,1745,021+153+3%$480.6K$428.9K-$51.7K2026-10-20
Penobscot Investment Management Company, Inc.
INCREASED5,1604,935+225+5%$472.3K$427.7K-$44.6K2026-10-26
Correct Capital Wealth Management
INCREASED5,1575,000+157+3%$478.6K$427.5K-$51.1K2026-11-02
Camden National Bank
INCREASED5,1454,944+201+4%$473.2K$426.5K-$46.7K2026-11-02
Holcombe Financial, Inc.
INCREASED5,1405,100+40+1%$488.1K$426.0K-$62.1K2026-10-16
Nicholas Wealth, Llc.
DECREASED5,1387,206-2,068-29%$689.7K$425.9K-$263.8K2026-10-26
Tranquility Partners, LLC
INCREASED5,1265,012+114+2%$479.7K$424.9K-$54.8K2026-10-20
AMG National Trust Bank
INCREASED5,1204,370+750+17%$418.3K$424.4K+$6.1K2026-11-05
IVC Wealth Advisors LLC
DECREASED5,1045,626-522-9%$538.5K$423.1K-$115.4K2026-10-23
Pinnacle Wealth Management Group, Inc.
UNCHANGED5,1045,10400%$488.5K$423.1K-$65.4K2026-10-15
Wilkins Investment Counsel Inc
UNCHANGED5,1005,10000%$488.1K$422.7K-$65.4K2026-11-03
Conning Inc.
UNCHANGED5,0875,08700%$486.9K$421.7K-$65.2K2026-10-27
Doliver Advisors, LP
DECREASED5,0835,098-150%$487.9K$421.3K-$66.6K2026-10-01
Seven Hills Financial, LLC
NEW5,058—+5,058——$419.3K—2026-10-13
Capital Investment Counsel, Inc
UNCHANGED5,0555,05500%$483.8K$419.0K-$64.8K2026-10-20
Arlington Trust Co LLC
INCREASED5,0515,037+14+0%$482.1K$418.7K-$63.4K2026-10-20
Valued Retirements, Inc.
INCREASED5,0155,002+13+0%$478.7K$415.7K-$63.0K2026-11-06
Hartford Financial Management Inc.
UNCHANGED5,0005,00000%$478.6K$414.5K-$64.1K2026-10-21
Fonville Wealth Management LLC
DECREASED4,9985,296-298-6%$506.9K$414.3K-$92.6K2026-10-28
Values First Advisors, Inc.
DECREASED4,9965,115-119-2%$489.6K$414.1K-$75.4K2026-10-23
Chicago Trust Co NA
DECREASED4,9825,478-496-9%$524.3K$413.0K-$111.3K2026-10-28
LVM Capital Management LTD
UNCHANGED4,9744,97400%$476$412.3K+$411.8K2026-10-20
Fusion Capital, LLC
INCREASED4,9724,932+40+1%$472.1K$412.2K-$59.9K2026-10-28
Certuity, LLC
INCREASED4,9444,685+259+6%$448.4K$409.8K-$38.6K2026-11-02
Premier Path Wealth Partners, LLC
DECREASED4,9295,875-946-16%$562.3K$408.5K-$153.7K2026-10-16
Nadler Financial Group, Inc.
UNCHANGED4,9224,92200%$471.1K$408.0K-$63.1K2026-10-23
Trinity Financial Advisors LLC
DECREASED4,9205,493-573-10%$525.8K$407.8K-$117.9K2026-10-09
AdviceOne Advisory Services, LLC
UNCHANGED4,9004,90000%$469.0K$406.2K-$62.8K2026-10-19
Wynn Capital, LLC
DECREASED4,8924,971-79-2%$475.8K$405.5K-$70.3K2026-10-13
LEE Danner & Bass Inc
UNCHANGED4,8704,87000%$466.1K$403.7K-$62.4K2026-10-27
CMG Global Holdings, LLC
DECREASED4,8634,870-70%$466.1K$403.1K-$63.0K2026-10-14
RF&L Wealth Management, LLC
UNCHANGED4,8524,85200%$464.3K$402.1K-$62.2K2026-10-20
Childress Capital Advisors, LLC
DECREASED4,8425,383-541-10%$515.2K$401.4K-$113.9K2026-10-28
Stanley-Laman Group, Ltd.
INCREASED4,8334,797+36+1%$459.1K$400.6K-$58.5K2026-10-20
SevenBridge Financial Group, LLC
DECREASED4,7524,873-121-2%$451.7K$431.1K-$20.6K2026-10-26
Rise Advisors, LLC
INCREASED4,7264,450+276+6%$425.9K$391.8K-$34.2K2026-10-16
Asset One Wealth Management LLC
INCREASED4,7202,660+2,060+77%$251.6K$391.2K+$139.6K2026-11-02
Veracity Capital LLC
INCREASED4,7104,600+110+2%$440.3K$390.4K-$49.8K2026-10-08
MBL Wealth, LLC
DECREASED4,6946,020-1,326-22%$576.2K$389.1K-$187.1K2026-10-22
BLB&B Advisors, LLC
DECREASED4,6924,902-210-4%$469.2K$388.9K-$80.3K2026-10-27
Prosperity Financial Group, Inc.
DECREASED4,6914,777-86-2%$457.2K$388.9K-$68.3K2026-10-29
Wealth Advisory Team LLC
INCREASED4,6784,639+39+1%$444.0K$387.8K-$56.2K2026-11-05
PFG Private Wealth Management, LLC
INCREASED4,6543,895+759+19%$372.8K$385.8K+$13.0K2026-10-15
Thomas Story & SON LLC
UNCHANGED4,6504,65000%$445.1K$385.4K-$59.6K2026-10-13
Sara-Bay Financial
UNCHANGED4,6474,64700%$444.8K$385.2K-$59.6K2026-10-21
Manske Wealth Management
UNCHANGED4,6424,64200%$444.2K$384.7K-$59.5K2026-10-26
Titleist Asset Management, LLC
DECREASED4,6394,802-163-3%$459.6K$384.5K-$75.1K2026-10-08
Violich Capital Management, Inc.
UNCHANGED4,6294,62900%$443.0K$383.7K-$59.3K2026-10-05
SteelPeak Wealth, LLC
DECREASED4,5954,944-349-7%$473.2K$380.9K-$92.3K2026-10-16
RDA Financial Network
INCREASED4,5824,038+544+13%$386.4K$379.8K-$6.6K2026-10-15
TCI Wealth Advisors, Inc.
DECREASED4,5684,643-75-2%$444.4K$378.6K-$65.7K2026-10-30
Victory Financial Group, LLC
INCREASED4,5653,311+1,254+38%$316.9K$378.4K+$61.5K2026-10-27
Rosenberg Matthew Hamilton
DECREASED4,5604,654-94-2%$445.4K$378.0K-$67.5K2026-10-05
Worth Financial Advisory Group, LLC
DECREASED4,5504,678-128-3%$447.7K$377.2K-$70.5K2026-10-19
Hummer Financial Advisory Services Inc
UNCHANGED4,5504,55000%$435.5K$377.2K-$58.3K2026-10-09
Seelaus Asset Management LLC
DECREASED4,5454,696-151-3%$449.5K$376.7K-$72.7K2026-10-14
J. L. Bainbridge & Co., Inc.
INCREASED4,5424,538+4+0%$434.3K$376.5K-$57.9K2026-10-20
Zega Investments, LLC
DECREASED4,5404,581-41-1%$438.4K$376.3K-$62.1K2026-11-04
Bedel Financial Consulting, Inc.
UNCHANGED4,5394,53900%$434.4K$376.2K-$58.2K2026-11-06
Klingman & Associates, LLC
DECREASED4,5385,015-477-10%$480.0K$376.2K-$103.8K2026-10-20
Armstrong Advisory Group, Inc
DECREASED4,5255,351-826-15%$512.2K$375.1K-$137.1K2026-10-09
Cynosure Group, LLC
DECREASED4,5216,709-2,188-33%$642.1K$374.7K-$267.4K2026-11-03
Syntegra Private Wealth Group, LLC
DECREASED4,5094,541-32-1%$434.6K$373.8K-$60.9K2026-10-13
Bullock Wealth Management Group
INCREASED4,5054,437+68+2%$422.1K$376.1K-$46.0K2026-10-09
Bank of New Hampshire
UNCHANGED4,5024,50200%$430.9K$373.2K-$57.7K2026-10-06
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED4,5004,50000%$430.7K$373.0K-$57.7K2026-10-21
Sigma Investment Counselors Inc
DECREASED4,4985,133-635-12%$491.3K$372.8K-$118.4K2026-10-27
MBE Wealth Management, LLC
INCREASED4,4923,512+980+28%$336.1K$372.3K+$36.2K2026-10-26
Orca Wealth Management, LLC
INCREASED4,4884,487+1+0%$429.5K$372.0K-$57.5K2026-10-14
Tributary Capital Management, LLC
UNCHANGED4,4754,47500%$428.3K$370.9K-$57.4K2026-10-28
MCF Advisors LLC
INCREASED4,4583,752+706+19%$359.1K$369.5K+$10.4K2026-10-28
Heritage Wealth Management, Inc.
UNCHANGED4,4564,45600%$426.5K$369.4K-$57.1K2026-10-28
Willis Investment Counsel
UNCHANGED4,4474,44700%$425.6K$368.6K-$57.0K2026-10-20
Huntleigh Advisors, Inc.
INCREASED4,4374,434+3+0%$424.4K$367.8K-$56.6K2026-11-03
May Hill Capital, LLC
INCREASED4,4294,426+3+0%$423.7K$367.2K-$56.5K2026-11-03
Oslo Pensjonsforsikring AS
UNCHANGED4,4234,42300%$423.3K$366.6K-$56.7K2026-10-15
Firestone Capital Management
UNCHANGED4,4084,40800%$421.9K$365.4K-$56.5K2026-11-03
New Covenant Trust Company, N.A.
INCREASED4,3883,363+1,025+30%$321.9K$363.7K+$41.8K2026-10-08
Verus Capital Partners, LLC
INCREASED4,3762,425+1,951+80%$232.1K$362.7K+$130.6K2026-11-03
Annex Advisory Services, LLC
DECREASED4,3605,055-695-14%$483.8K$361.4K-$122.5K2026-10-16
Elmwood Wealth Management, Inc.
UNCHANGED4,3504,35000%$416.3K$360.6K-$55.8K2026-10-14
Clarity Wealth Development LLC
DECREASED4,3335,396-1,063-20%$516.5K$359.2K-$157.3K2026-10-22
Fulton Breakefield Broenniman LLC
INCREASED4,3204,291+29+1%$410.7K$358.1K-$52.6K2026-11-03
Chapin Davis, Inc.
INCREASED4,3194,291+28+1%$410.7K$358.0K-$52.7K2026-10-09
Wealth Management Nebraska
DECREASED4,2844,388-104-2%$420.0K$355.1K-$64.9K2026-10-26
Leo Wealth, LLC
NEW4,270—+4,270——$353.9K—2026-10-26
Patriot Investment Management Group, Inc.
UNCHANGED4,2624,26200%$407.9K$353.3K-$54.6K2026-10-15
Southland Equity Partners LLC
DECREASED4,2434,293-50-1%$410.9K$351.7K-$59.2K2026-10-14
Heritage Investors Management Corp
DECREASED4,2374,881-644-13%$467.0K$351-$466.6K2026-10-29
Three Magnolias Financial Advisors, LLC
UNCHANGED4,2374,23700%$405.5K$351.2K-$54.3K2026-10-14
GEM Asset Management, LLC
UNCHANGED4,2304,23000%$404.9K$350.6K-$54.2K2026-10-13
Meridian Financial Advisors, LLC
UNCHANGED4,2274,22700%$404.6K$350.4K-$54.2K2026-10-14
Bluedoor Private Wealth, LLC
DECREASED4,2184,233-150%$405.1K$349.6K-$55.5K2026-11-05
Resonant Capital Advisors, LLC
DECREASED4,2164,245-29-1%$406.3K$349.5K-$56.8K2026-10-15
Virtue Capital Management, LLC
INCREASED4,2134,148+65+2%$397.0K$349.2K-$47.8K2026-10-29
Woodard & Co Asset Management Group Inc
INCREASED4,2113,779+432+11%$361.7K$349.1K-$12.6K2026-11-03
Radnor Capital Management, LLC
UNCHANGED4,2004,20000%$402.0K$348.1K-$53.8K2026-10-23
LCM Capital Management Inc
INCREASED4,1924,191+1+0%$401.1K$347.5K-$53.6K2026-10-20
Pinnacle Bancorp, Inc.
INCREASED4,1884,088+100+2%$391.3K$347.1K-$44.1K2026-10-21
Level Wealth Management LLC
INCREASED4,1804,179+1+0%$399.9K$346.5K-$53.4K2026-10-23
Members Wealth LLC
DECREASED4,1654,241-76-2%$405.9K$355.9K-$50.1K2026-10-20
Independence Bank of Kentucky
DECREASED4,1444,264-120-3%$408.1K$343.5K-$64.6K2026-10-26
Moss Adams Wealth Advisors LLC
DECREASED4,1375,713-1,576-28%$546.8K$342.9K-$203.9K2026-10-28
Financial Security Advisor, Inc.
DECREASED4,13012,337-8,207-67%$1.2M$342.3K-$838.4K2026-11-03
JB Capital LLC
INCREASED4,1214,120+1+0%$394.3K$341.6K-$52.7K2026-10-19
Live Oak Private Wealth LLC
INCREASED4,1144,029+85+2%$385.6K$341.0K-$44.6K2026-11-02
Beacon Bank & Trust
DECREASED4,0954,804-709-15%$459.8K$339.4K-$120.4K2026-10-27
Brandywine OAK Private Wealth LLC
UNCHANGED4,0884,08800%$391.3K$338.9K-$52.4K2026-10-23
Omni 360 Wealth, Inc.
INCREASED4,0744,028+46+1%$385.5K$337.7K-$47.8K2026-10-13
Hanson & Doremus Investment Management
UNCHANGED4,0614,06100%$389.0K$337-$388.7K2026-10-16
Vista Investment Partners II, LLC
DECREASED4,0564,906-850-17%$469.5K$336.2K-$133.3K2026-10-15
Alchemi Wealth, LLC
UNCHANGED4,0414,04100%$386.8K$335.0K-$51.8K2026-11-04
Key Client Fiduciary Advisors, LLC
DECREASED4,0384,155-117-3%$397.7K$334.7K-$63.0K2026-10-19
United Community Bank
INCREASED4,0033,065+938+31%$293.4K$331.8K+$38.5K2026-10-28
Turning Point Benefit Group, Inc.
DECREASED3,9794,786-807-17%$457.8K$332.1K-$125.6K2026-10-28
Aspiriant, LLC
DECREASED3,9785,119-1,141-22%$490.0K$329.8K-$160.2K2026-10-16
Great Lakes Advisors, LLC
DECREASED3,96132,151-28,190-88%$3.1M$328.3K-$2.7M2026-11-06
Belleair Asset Management, LLC
INCREASED3,9553,455+500+14%$330.7K$327.8K-$2.8K2026-11-03
McKinley Carter Wealth Services, Inc.
DECREASED3,9354,560-625-14%$436.4K$326.2K-$110.3K2026-10-16
Trust Co of the South
UNCHANGED3,9323,93200%$376.3K$325.9K-$50.4K2026-10-21
Harvey Investment Co LLC
INCREASED3,9262,926+1,000+34%$280.0K$325-$279.7K2026-10-20
Linscomb Wealth, Inc.
DECREASED3,9045,762-1,858-32%$551.5K$323.6K-$227.9K2026-11-05
Trust Co of Toledo NA
DECREASED3,8843,971-87-2%$380.1K$321.9K-$58.1K2026-10-16
Meadow Creek Wealth Advisors LLC
INCREASED3,8693,813+56+1%$364.9K$320.7K-$44.2K2026-11-02
Versant Capital Management, Inc
DECREASED3,8515,277-1,426-27%$505.1K$319.2K-$185.9K2026-10-02
Founders Financial Securities LLC
INCREASED3,8423,575+267+7%$342.2K$318.4K-$23.8K2026-10-28
Cornerstone Management, Inc.
INCREASED3,8043,803+1+0%$364.0K$315.3K-$48.6K2026-10-16
Meridian Investment Counsel Inc.
UNCHANGED3,8023,80200%$363.9K$315.1K-$48.7K2026-10-14
Ellis Investment Partners, LLC
INCREASED3,7973,783+14+0%$362.1K$314.8K-$47.4K2026-10-21
RFG - Bristol Wealth Advisors, LLC
INCREASED3,7903,781+9+0%$361.9K$314.1K-$47.8K2026-10-09
Uniting Wealth Partners, LLC
INCREASED3,7873,549+238+7%$339.7K$313.9K-$25.8K2026-11-06
WealthBridge Capital Management, LLC
UNCHANGED3,7853,78500%$362.3K$313.7K-$48.5K2026-10-16
Narwhal Capital Management
DECREASED3,7693,859-90-2%$369.3K$312.4K-$56.9K2026-11-04
Symmetry Partners, LLC
DECREASED3,7613,899-138-4%$373.2K$311.7K-$61.4K2026-10-27
Black Diamond Financial, LLC
INCREASED3,7592,159+1,600+74%$206.6K$311.6K+$104.9K2026-10-26
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED3,7503,761-110%$360.0K$310.8K-$49.1K2026-11-03
O'Brien Greene & Co. Inc
UNCHANGED3,7503,75000%$358.9K$310.8K-$48.1K2026-11-05
Trilogy Capital Inc.
INCREASED3,7413,577+164+5%$342.4K$310.1K-$32.3K2026-10-20
American State Bank (Iowa)
DECREASED3,7314,081-350-9%$390.6K$309.3K-$81.3K2026-11-03
Bourne Lent Asset Management Inc
UNCHANGED3,7313,73100%$357.1K$309.3K-$47.8K2026-11-05
Power Wealth Management LLC
INCREASED3,7192,831+888+31%$271.0K$308.2K+$37.3K2026-10-27
Acropolis Investment Management, LLC
DECREASED3,7003,979-279-7%$380.9K$306.7K-$74.1K2026-10-08
Raiffeisen Bank International AG
INCREASED3,6852,156+1,529+71%$207.9K$307.4K+$99.5K2026-10-28
Hardy Reed LLC
INCREASED3,6833,645+38+1%$348.9K$305.3K-$43.6K2026-11-06
Badgley Phelps Wealth Managers, LLC
DECREASED3,6783,780-102-3%$361.8K$304.9K-$56.9K2026-10-22
55 North Private Wealth, LLC
DECREASED3,6683,903-235-6%$373.6K$304.1K-$69.5K2026-10-20
Thompson Investment Management, Inc.
INCREASED3,6553,614+41+1%$345.9K$303.0K-$42.9K2026-10-14
Curran Financial Partners, LLC
INCREASED3,6513,128+523+17%$299.4K$302.6K+$3.3K2026-11-04
Connecticut Capital Management Group, LLC
DECREASED3,6473,675-28-1%$351.7K$302.3K-$49.4K2026-10-29
Tenet Wealth Partners, LLC
DECREASED3,6373,708-71-2%$357.7K$301.5K-$56.3K2026-10-19
Spectrum Wealth Advisory Group, LLC
INCREASED3,6363,629+7+0%$347.4K$301.4K-$46.0K2026-10-29
Ferguson Shapiro LLC
INCREASED3,6353,621+14+0%$346.6K$301.3K-$45.3K2026-10-16
Sovran Advisors, LLC
DECREASED3,6343,855-221-6%$373.1K$338.0K-$35.1K2026-11-02
Zinnia Wealth Advisory, LLC
DECREASED3,6335,652-2,019-36%$541.0K$301.1K-$239.8K2026-11-06
Beese Fulmer Investment Management, Inc.
INCREASED3,6323,098+534+17%$296.5K$301.0K+$4.6K2026-10-23
Stronghold Wealth Management L.L.C.
INCREASED3,5603,553+7+0%$340.1K$295.1K-$45.0K2026-10-16
Olympiad Research LP
NEW3,557—+3,557——$294.8K—2026-11-04
Bucket List Wealth Management, LLC
INCREASED3,5193,516+3+0%$336.5K$291.7K-$44.8K2026-10-22
Institute for Wealth Management, Llc.
UNCHANGED3,5073,50700%$335.7K$290.7K-$45.0K2026-11-06
Cabot Wealth Management Inc
UNCHANGED3,5053,50500%$335.5K$290.5K-$44.9K2026-11-05
Holos Integrated Wealth LLC
UNCHANGED3,5033,50300%$340.8K$312.7K-$28.1K2026-10-23
FCG Investment Co
INCREASED3,5023,203+299+9%$306.6K$290.3K-$16.3K2026-10-13
St. Louis Trust Co
UNCHANGED3,5003,50000%$12.5M$290.1K-$12.2M2026-11-03
WealthTrust Asset Management, LLC
DECREASED3,4933,595-102-3%$344.0K$289.6K-$54.5K2026-10-22
Madden Securities Corp
DECREASED3,4903,500-100%$335.0K$289.3K-$45.7K2026-10-27
Integris Wealth Management, LLC
UNCHANGED3,4883,48800%$333.8K$289.1K-$44.7K2026-10-14
Grandview Asset Management LLC
DECREASED3,4873,563-76-2%$341.0K$289.1K-$52.0K2026-10-19
Relyea Zuckerberg Hanson LLC
DECREASED3,4844,240-756-18%$405.8K$288.7K-$117.0K2026-10-20
Alessandra Capital Management, LLC
DECREASED3,4804,980-1,500-30%$476.6K$288.5K-$188.2K2026-10-30
WealthPoint Financial, LLC
INCREASED3,4763,302+174+5%$316.0K$288.1K-$27.9K2026-11-03
Signature Equity Partners, LLC
INCREASED3,4753,330+145+4%$318.7K$288.1K-$30.6K2026-10-29
Cedar Mountain Advisors, LLC
INCREASED3,4723,460+12+0%$331.1K$287.8K-$43.3K2026-10-15
Magnolia Wealth Management, LLC
DECREASED3,4663,659-193-5%$350.2K$287.3K-$62.9K2026-10-16
Gunderson Capital Management LLC
INCREASED3,4533,424+29+1%$327.7K$286.2K-$41.5K2026-10-15
Byrne Asset Management LLC
INCREASED3,4513,331+120+4%$318.8K$288.1K-$30.8K2026-10-06
Financial Planning Hawaii, Inc.
INCREASED3,4503,090+360+12%$295.7K$286.0K-$9.8K2026-10-13
Charles Schwab Trust Co
INCREASED3,4272,900+527+18%$277.6K$284.1K+$6.5K2026-10-15
D'Orazio & Associates, Inc.
DECREASED3,4203,979-559-14%$380.8K$283.5K-$97.3K2026-11-04
Total Clarity Wealth Management, Inc.
INCREASED3,4183,351+67+2%$320.7K$283.3K-$37.4K2026-10-26
Good Steward Wealth Advisors,LLC
DECREASED3,4163,502-86-2%$335.2K$283.2K-$52.0K2026-11-06
MKT Advisors LLC
DECREASED3,4023,702-300-8%$360.2K$293.1K-$67.1K2026-10-20
Mogy Joel R Investment Counsel Inc
UNCHANGED3,4003,40000%$325.4K$281.8K-$43.6K2026-10-13
Avior Wealth Management, LLC
DECREASED3,3944,351-957-22%$416.4K$281.3K-$135.0K2026-10-13
YHB Investment Advisors, Inc.
INCREASED3,3903,338+52+2%$319.5K$281.0K-$38.5K2026-10-08
Appleton Partners Inc
UNCHANGED3,3753,37500%$323.0K$280-$322.7K2026-10-30
Joel Isaacson & Co., LLC
INCREASED3,3633,347+16+0%$320.3K$278.7K-$41.6K2026-11-05
Richard Young Associates, Ltd.
INCREASED3,3603,311+49+1%$316.9K$278.5K-$38.4K2026-11-03
Alpha Omega Wealth Management LLC
INCREASED3,3573,307+50+2%$316.5K$278.3K-$38.3K2026-10-23
Cdkv Holdings LLC
INCREASED3,3363,321+15+0%$317.8K$276.5K-$41.3K2026-10-28
Gibbs Wealth Management
INCREASED3,3133,298+15+0%$315.6K$274.6K-$41.0K2026-10-22
World Equity Group, Inc.
DECREASED3,2916,176-2,885-47%$591.8K$272.8K-$318.9K2026-10-14
Westside Investment Management, Inc.
UNCHANGED3,2863,28600%$314.5K$272.9K-$41.6K2026-11-02
Wedgewood Investors Inc
UNCHANGED3,2853,28500%$314.4K$272.3K-$42.1K2026-10-28
Longview Financial Advisors, Inc.
DECREASED3,2784,326-1,048-24%$414.0K$271.8K-$142.2K2026-10-09
AA Financial Advisors, LLC
UNCHANGED3,2713,27100%$313.1K$271.1K-$41.9K2026-10-19
Compass Wealth Management LLC
INCREASED3,2653,150+115+4%$301.5K$270.6K-$30.9K2026-10-22
Walkner Condon Financial Advisors LLC
INCREASED3,2543,208+46+1%$307.1K$269.8K-$37.3K2026-11-02
Moody National Bank Trust Division
UNCHANGED3,2523,25200%$311.2K$269.6K-$41.7K2026-10-06
Signature Estate & Investment Advisors LLC
INCREASED3,2402,959+281+10%$283.4K$268.6K-$14.8K2026-10-13
Foster Group, Inc.
DECREASED3,2323,319-87-3%$317.7K$267.9K-$49.8K2026-10-13
Biltmore Wealth Management, LLC
INCREASED3,2323,205+27+1%$306.8K$267.9K-$38.8K2026-10-09
Warwick Investment Management, Inc.
DECREASED3,2234,412-1,189-27%$422.3K$267.2K-$155.1K2026-10-19
Capital City Trust Co
UNCHANGED3,2213,22100%$308.3K$267.0K-$41.3K2026-10-22
Leslie Global Wealth, LLC
DECREASED3,2173,267-50-2%$312.7K$266.7K-$46.0K2026-10-26
Financial Partners Group, Inc
INCREASED3,2103,149+61+2%$301.4K$266.0K-$35.4K2026-10-19
Cromwell Holdings LLC
DECREASED3,2083,459-251-7%$331.1K$265.9K-$65.2K2026-10-28
Salomon & Ludwin, LLC
DECREASED3,2053,870-665-17%$368.1K$265.7K-$102.5K2026-10-29
Private Capital Advisors, Inc.
UNCHANGED3,2003,20000%$306.3K$265.2K-$41.0K2026-10-06
Gryphon Financial Partners LLC
INCREASED3,1903,123+67+2%$298.9K$264.4K-$34.5K2026-11-04
Armstrong, Fleming & Moore, Inc
UNCHANGED3,1793,17900%$304.3K$263.5K-$40.8K2026-10-28
Genesis Private Wealth, LLC
DECREASED3,1763,198-22-1%$306.1K$263.3K-$42.8K2026-11-02
Eagle Wealth Strategies LLC
INCREASED3,1763,166+10+0%$303.0K$263.2K-$39.8K2026-10-20
Baker Boyer National Bank
DECREASED3,1343,140-60%$300.5K$259.8K-$40.8K2026-11-05
Luts & Greenleigh Group, Inc.
DECREASED3,1183,170-52-2%$303.4K$258.5K-$44.9K2026-11-05
Parkside Financial Bank & Trust
INCREASED3,0852,884+201+7%$276.0K$255.7K-$20.3K2026-10-27
Sound Portfolio Advisors, LLC
UNCHANGED3,0793,07900%$294.7K$255.2K-$39.5K2026-11-05
Plante Moran Financial Advisors, LLC
DECREASED3,0693,672-603-16%$351.4K$254.4K-$97.1K2026-11-04
Latitude Advisors, LLC
INCREASED3,0663,058+8+0%$292.7K$254.2K-$38.6K2026-10-27
Altfest L J & Co Inc
DECREASED3,0654,278-1,213-28%$409.4K$254.0K-$155.4K2026-10-27
Quadrant Private Wealth Management, LLC
NEW3,057—+3,057——$253.4K—2026-11-04
Wealth Architects, LLC
INCREASED3,0562,373+683+29%$227.1K$253.3K+$26.2K2026-11-03
Godsey & Gibb, Inc
DECREASED3,0554,543-1,488-33%$434.8K$253.2K-$181.6K2026-10-14
Optivise Advisory Services LLC
INCREASED3,0552,944+111+4%$281.8K$253.2K-$28.6K2026-10-19
Ridgeline Wealth, LLC
INCREASED3,0532,987+66+2%$285.9K$269.0K-$16.9K2026-10-14
Investment Advisory Services Inc
INCREASED3,0482,901+147+5%$277.7K$252.6K-$25.0K2026-10-27
Brown, Lisle Ings, Inc.
DECREASED3,0473,662-615-17%$350.5K$252.5K-$98.0K2026-10-16
Tucker Asset Management LLC
INCREASED3,0442,648+396+15%$253.4K$252.3K-$1.1K2026-10-29
SkyOak Wealth, LLC
UNCHANGED3,0313,03100%$290.1K$251.2K-$38.9K2026-10-28
Pekin Hardy Strauss, Inc.
DECREASED3,0303,380-350-10%$323.5K$251.2K-$72.3K2026-11-02
Secure Asset Management, LLC
INCREASED3,0092,860+149+5%$273.7K$249.4K-$24.3K2026-10-19
Investors Asset Management of Georgia Inc
UNCHANGED3,0023,00200%$287.3K$248.8K-$38.5K2026-10-20
Bellecapital International Ltd.
UNCHANGED3,0003,00000%$287.1K$248.7K-$38.5K2026-10-21
Asset Management Advisors, LLC
UNCHANGED3,0003,00000%$287.1K$248.7K-$38.5K2026-10-26
Miller Financial Services LLC
UNCHANGED3,0003,00000%$287.1K$248.7K-$38.5K2026-10-20
Integrity Advisory Solutions, LLC
NEW2,990—+2,990——$247.9K—2026-10-29
Counterpoint Mutual Funds LLC
NEW2,985—+2,985——$247.4K—2026-10-16
Dutch Asset Corp
UNCHANGED2,9822,98200%$285.4K$247.2K-$38.2K2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED2,9732,774+199+7%$265.5K$246.5K-$19.0K2026-10-14
PW Nova Financial Services LLC
DECREASED2,9683,001-33-1%$287.2K$246.0K-$41.2K2026-10-15
SmartHarvest Portfolios, LLC
DECREASED2,9634,324-1,361-31%$413.8K$245.6K-$168.3K2026-10-26
Trust Co
DECREASED2,9562,962-60%$283.4K$245.0K-$38.5K2026-10-09
Goldstein Advisors, LLC
INCREASED2,9482,725+223+8%$260.8K$244.4K-$16.5K2026-10-15
Brown Financial Advisory
UNCHANGED2,9452,94500%$281.8K$244.1K-$37.8K2026-11-05
Gilman Hill Asset Management, LLC
UNCHANGED2,9202,92000%$279.5K$242.0K-$37.4K2026-10-13
Santori & Peters, Inc.
DECREASED2,9062,953-47-2%$282.6K$240.9K-$41.8K2026-10-26
Accredited Investors Inc.
INCREASED2,9042,569+335+13%$245.9K$240.7K-$5.2K2026-11-03
LexAurum Advisors, LLC
DECREASED2,9043,089-185-6%$295.6K$240.7K-$54.9K2026-10-19
Paradigm Asset Management Co LLC
UNCHANGED2,9002,90000%$277.6K$240.4K-$37.2K2026-11-05
Fortitude Advisory Group L.L.C.
DECREASED2,8993,272-373-11%$313.2K$240.3K-$72.9K2026-10-15
Jacobsen Capital Management
DECREASED2,8942,903-90%$277.8K$239.9K-$38.0K2026-10-27
Ledgewood Wealth Advisors, LLC
UNCHANGED2,8922,89200%$276.8K$239.7K-$37.1K2026-10-09
Keystone Financial Group, Inc.
INCREASED2,8892,875+14+0%$275.1K$239.5K-$35.6K2026-10-13
KRS Capital Management, LLC
INCREASED2,8882,886+2+0%$276.2K$239.4K-$36.9K2026-10-16
Councilmark Asset Management, LLC
UNCHANGED2,8832,88300%$275.9K$239.0K-$37.0K2026-10-20
Hamilton Point Investment Advisors, LLC
UNCHANGED2,8792,87900%$275.6K$238.6K-$36.9K2026-11-03
Code Waechter LLC
INCREASED2,8772,676+201+8%$256.1K$238.4K-$17.7K2026-10-23
Abacus Planning Group, Inc.
DECREASED2,8763,038-162-5%$290.8K$238.4K-$52.4K2026-11-02
Anchor Capital Advisors LLC
UNCHANGED2,8752,87500%$275.2K$238.3K-$36.9K2026-11-05
Gerber Kawasaki Wealth & Investment Management
INCREASED2,8742,303+571+25%$220.5K$238.2K+$17.7K2026-10-29
Princeton Global Asset Management LLC
INCREASED2,8742,872+2+0%$274.9K$238.2K-$36.6K2026-10-21
Beacon Investment Advisory Services, Inc.
INCREASED2,8721,725+1,147+66%$165.1K$238.1K+$73.0K2026-10-13
Banyan Capital Management, Inc.
DECREASED2,8713,746-875-23%$358.5K$238.0K-$120.6K2026-11-05
Tennessee Valley Asset Management Partners
DECREASED2,8692,950-81-3%$282.3K$237.8K-$44.5K2026-11-03
Legacy Advisors, LLC
DECREASED2,8672,967-100-3%$284.0K$237.6K-$46.3K2026-10-19
Strategic Advisors LLC
INCREASED2,8592,855+4+0%$273.2K$236.9K-$36.3K2026-10-13
Revolve Wealth Partners, LLC
INCREASED2,8572,771+86+3%$265.2K$236.8K-$28.4K2026-10-23
Harbor Capital Advisors, Inc.
NEW2,854—+2,854——$237—2026-10-22
Royal Fund Management, LLC
INCREASED2,8522,829+23+1%$270.8K$236.4K-$34.3K2026-10-22
PFC Capital Group, Inc.
UNCHANGED2,8502,85000%$272.0K$236.2K-$35.8K2026-11-06
Adell Harriman & Carpenter Inc
NEW2,842—+2,842——$235.6K—2026-11-02
Rodgers & Associates, LTD
INCREASED2,8422,818+24+1%$269.7K$235.5K-$34.1K2026-10-20
Kestra Investment Management, LLC
INCREASED2,8402,204+636+29%$210.9K$235.4K+$24.5K2026-11-04
Value Investment Professionals, LLC
INCREASED2,8322,818+14+1%$269.7K$234.7K-$35.0K2026-10-13
Ipsen Advisor Group LLC
INCREASED2,8252,816+9+0%$269.6K$234.1K-$35.4K2026-10-29
Hardin Capital Partners, LLC
INCREASED2,8252,824+1+0%$272.1K$234.2K-$37.9K2026-10-09
Perpetual Ltd
INCREASED2,8182,488+330+13%$238.1K$233.6K-$4.5K2026-10-13
Lazari Capital Management, Inc.
DECREASED2,8092,871-62-2%$274.8K$232.8K-$42.0K2026-10-20
KG Capital Management
DECREASED2,8082,932-124-4%$280.7K$232.8K-$47.9K2026-10-15
Howard Financial Services, Ltd.
DECREASED2,8053,092-287-9%$295.9K$232.5K-$63.4K2026-10-15
Physicians Financial Services, Inc.
UNCHANGED2,8022,80200%$268.0K$232-$267.8K2026-11-04
Gerber, LLC
INCREASED2,7992,793+6+0%$267.3K$232.0K-$35.3K2026-10-21
Great Diamond Partners, LLC
DECREASED2,7992,801-20%$268.1K$232.0K-$36.1K2026-10-13
Zullo Investment Group, Inc.
DECREASED2,7962,913-117-4%$278.9K$231.8K-$47.0K2026-10-20
Willow Creek Capital Management, Inc.
UNCHANGED2,7962,79600%$267.6K$267.6K$02026-10-16
Cultivar Capital, Inc.
DECREASED2,7953,036-241-8%$290.6K$231.7K-$58.9K2026-10-14
Madrona Financial Services, LLC
DECREASED2,7933,360-567-17%$321.6K$231.5K-$90.1K2026-10-23
Mraz, Amerine & Associates, Inc.
UNCHANGED2,7922,79200%$267.2K$231.4K-$35.8K2026-10-30
Interchange Capital Partners, LLC
INCREASED2,7842,268+516+23%$217.1K$230.7K+$13.6K2026-10-28
Finer Wealth Management, Inc.
DECREASED2,7813,382-601-18%$323.7K$230.5K-$93.2K2026-10-16
Pine Haven Investment Counsel, Inc
UNCHANGED2,7732,77300%$265.4K$229.9K-$35.6K2026-11-02
Glass Wealth Management Co LLC
UNCHANGED2,7702,77000%$265.1K$229.6K-$35.5K2026-10-28
Old Mission Investment Co LLC
UNCHANGED2,7682,76800%$264.9K$229.4K-$35.5K2026-10-22
Davis Investment Partners, LLC
DECREASED2,7462,923-177-6%$279.8K$227.6K-$52.2K2026-11-05
Liberty Capital Management, Inc.
UNCHANGED2,7442,74400%$262.6K$227.5K-$35.2K2026-11-02
Curated Wealth Partners LLC
NEW2,738—+2,738——$227.0K—2026-10-15
Meriwether Wealth & Planning, LLC
INCREASED2,7272,712+15+1%$259.6K$226.0K-$33.5K2026-10-13
Fragasso Financial Advisors Inc
DECREASED2,7232,947-224-8%$282.0K$234.7K-$47.4K2026-10-13
Sound Financial Strategies Group, LLC
UNCHANGED2,7212,72100%$260.4K$225.5K-$34.9K2026-10-30
Pavion Blue Capital, LLC
UNCHANGED2,7152,71500%$259.9K$225.0K-$34.8K2026-11-05
Dumont & Blake Investment Advisors LLC
DECREASED2,7142,721-70%$260.4K$225.0K-$35.5K2026-10-28
Angeles Wealth Management, LLC
DECREASED2,7122,816-104-4%$269.5K$224.8K-$44.7K2026-10-26
Crew Capital Management, Ltd
UNCHANGED2,6982,69800%$258.2K$223.6K-$34.6K2026-10-28
Brian LOW Financial Group, LLC
UNCHANGED2,6972,69700%$258.1K$223.6K-$34.5K2026-10-28
Tuttle Capital Management, LLC
NEW2,682—+2,682——$222.3K—2026-10-21
Deseret Mutual Benefit Administrators
INCREASED2,6752,598+77+3%$248.7K$221.7K-$26.9K2026-11-04
Colton Groome Financial Advisors, LLC
INCREASED2,6742,671+3+0%$255.7K$221.6K-$34.1K2026-10-06
Almanack Investment Partners, Llc.
INCREASED2,6722,601+71+3%$248.9K$221.5K-$27.5K2026-11-03
Indiana Trust & Investment Management Co
DECREASED2,6713,336-665-20%$319.3K$221.4K-$97.9K2026-10-22
Garrett Wealth Advisory Group, LLC
DECREASED2,6672,668-10%$255.4K$221.1K-$34.3K2026-10-22
Unified Investment Management
INCREASED2,6652,663+2+0%$254.9K$220.9K-$34.0K2026-10-14
Parcion Private Wealth LLC
INCREASED2,6582,111+547+26%$202.0K$220.3K+$18.3K2026-10-28
Coastline Trust Co
DECREASED2,6563,073-417-14%$294.1K$220.2K-$74.0K2026-10-01
Rossmore Private Capital
DECREASED2,6513,024-373-12%$289.4K$219.7K-$69.7K2026-10-27
Ardent Capital Management, Inc.
UNCHANGED2,6482,64800%$253.4K$219.5K-$33.9K2026-10-16
B.O.S.S. Retirement Advisors, LLC
DECREASED2,6464,265-1,619-38%$408.2K$219.3K-$188.9K2026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED2,6462,64600%$253.2K$219.3K-$33.9K2026-10-23
Nordwand Advisors, LLC
INCREASED2,6452,621+24+1%$250.9K$219.2K-$31.6K2026-11-05
Peoples Bank
NEW2,640—+2,640——$218.8K—2026-10-26
Enclave Advisors LLC
DECREASED2,6332,783-150-5%$266.4K$218.3K-$48.1K2026-10-14
Barlow Wealth Partners, LLC
UNCHANGED2,6202,62000%$252.5K$223.9K-$28.7K2026-10-15
Consilium Wealth Advisory, LLC
UNCHANGED2,6182,61800%$250.6K$217.0K-$33.6K2026-10-14
Brady Martz Wealth Solutions, LLC
NEW2,614—+2,614——$216.7K—2026-11-05
Advisortrust Partners, LLC
UNCHANGED2,6012,60100%$248.9K$215.6K-$33.3K2026-11-02
Chickasaw Capital Management LLC
UNCHANGED2,6002,60000%$249$215.5K+$215.3K2026-10-08
Buttonwood Financial Advisors Inc.
UNCHANGED2,6002,60000%$248.9K$215.5K-$33.3K2026-10-13
Patrick M Sweeney & Associates, Inc
INCREASED2,5882,513+75+3%$240.5K$214.5K-$26.0K2026-10-22
Vista Investment Partners LLC
INCREASED2,5872,583+4+0%$247.2K$214.4K-$32.8K2026-10-08
Longboard Asset Management, LP
UNCHANGED2,5732,57300%$246.3K$213.3K-$33.0K2026-10-15
Nfsg Corp
INCREASED2,5652,552+13+1%$244.3K$212.6K-$31.7K2026-10-15
Worth Asset Management, LLC
INCREASED2,5612,094+467+22%$200.4K$212.3K+$11.9K2026-10-07
XXI Wealth, LLC
DECREASED2,5603,115-555-18%$298.1K$212.2K-$85.9K2026-10-22
Harel Insurance Investments & Financial Services Ltd.
DECREASED2,5532,615-62-2%$250.0K$212-$249.8K2026-11-02
Lmcg Investments, LLC
UNCHANGED2,5502,55000%$244.1K$211.4K-$32.7K2026-10-21
Aldebaran Financial Inc.
UNCHANGED2,5502,55000%$244.1K$211.4K-$32.7K2026-11-06
Lewis Asset Management, LLC
UNCHANGED2,5452,54500%$243.6K$211.0K-$32.6K2026-10-14
Mallini Complete Financial Planning LLC
DECREASED2,5423,290-748-23%$314.9K$210.7K-$104.2K2026-10-06
Mascagni Wealth Management, Inc.
INCREASED2,5392,189+350+16%$209.5K$210.4K+$9582026-10-23
Whalen Wealth Management Inc.
INCREASED2,5362,533+3+0%$242.4K$210.2K-$32.2K2026-10-08
Wealth Group, Ltd.
DECREASED2,5242,802-278-10%$268.0K$209-$267.8K2026-10-30
Nova R Wealth, Inc.
DECREASED2,5232,682-159-6%$256.7K$209.1K-$47.6K2026-10-26
KW Wealth Management LLC
NEW2,521—+2,521——$209.0K—2026-10-28
Wedge Capital Management L L P
INCREASED2,5192,423+96+4%$231.9K$208.8K-$23.1K2026-10-13
Covenant Asset Management, LLC
UNCHANGED2,5142,51400%$240.6K$208.4K-$32.2K2026-10-14
Samalin Investment Counsel, LLC
INCREASED2,5092,501+8+0%$239.4K$208.0K-$31.4K2026-10-23
S.A. Mason LLC
INCREASED2,5082,483+25+1%$237.6K$207.9K-$29.8K2026-10-13
Saxony Capital Management, LLC
DECREASED2,5052,567-62-2%$245.7K$207.7K-$38.0K2026-10-15
Enhancing Capital LLC
UNCHANGED2,5002,50000%$239.3K$207.2K-$32.1K2026-10-26
Philip James Wealth Mangement, LLC
UNCHANGED2,4972,49700%$239.0K$207.0K-$32.0K2026-10-27
Forbes J M & Co LLP
UNCHANGED2,4882,48800%$238.1K$206.2K-$31.9K2026-10-16
William John Sempolinski
UNCHANGED2,4882,48800%$238.1K$206.2K-$31.9K2026-10-20
Monetary Solutions, Ltd
UNCHANGED2,4832,48300%$237.6K$205.8K-$31.8K2026-10-22
Keeler & Nadler Financial Planning & Wealth Management
UNCHANGED2,4812,48100%$237.5K$205.7K-$31.8K2026-10-28
waypoint wealth counsel
NEW2,479—+2,479——$205.5K—2026-10-22
Reap Financial Group, LLC
INCREASED2,4752,165+310+14%$207.2K$205.2K-$2.1K2026-11-02
Baron Wealth Management LLC
DECREASED2,4672,713-246-9%$259.7K$204.5K-$55.2K2026-10-27
Cornerstone Planning Group LLC
DECREASED2,4582,509-51-2%$240.4K$211.8K-$28.6K2026-10-16
Sterling Wealth Management, Inc.
UNCHANGED2,4572,45700%$235.2K$203.7K-$31.5K2026-10-23
Everhart Financial Group, Inc.
DECREASED2,4544,003-1,549-39%$383.1K$203.4K-$179.7K2026-10-08
Schorn Wealth LLC
UNCHANGED2,4532,45300%$234.8K$203.3K-$31.4K2026-10-14
FSM Wealth Advisors, LLC
DECREASED2,4492,573-124-5%$246.2K$211.0K-$35.2K2026-10-27
Heritage Investment Group, Inc.
DECREASED2,4412,445-40%$234.0K$202.3K-$31.7K2026-11-03
Comprehensive Financial Consultants Institutional, Inc.
DECREASED2,4402,540-100-4%$243.1K$202.3K-$40.9K2026-10-15
Root Financial Partners, LLC
NEW2,436—+2,436——$201.9K—2026-10-21
Prevail Innovative Wealth Advisors, LLC
DECREASED2,4332,451-18-1%$234.6K$207.9K-$26.7K2026-10-20
Live Oak Investment Partners
UNCHANGED2,4222,42200%$231.8K$200.8K-$31.1K2026-10-23
First Nebraska Trust Co
NEW2,416—+2,416——$200.2K—2026-10-30
MPS Loria Financial Planners, LLC
INCREASED2,4132,374+39+2%$227.2K$200.0K-$27.2K2026-10-14
Harbor Investment Advisory, LLC
INCREASED2,3612,323+38+2%$222.3K$195.7K-$26.6K2026-10-13
William B. Walkup & Associates, Inc.
UNCHANGED2,3582,35800%$225.7K$195.5K-$30.2K2026-11-05
Manchester Capital Management LLC
DECREASED2,2252,362-137-6%$226.1K$184.4K-$41.6K2026-10-22
Essex Investment Management Co LLC
DECREASED2,2232,353-130-6%$225.2K$184.3K-$40.9K2026-10-19
DT Investment Partners, LLC
UNCHANGED2,2012,20100%$210.7K$182.4K-$28.2K2026-10-27
TrustBank
UNCHANGED2,1942,19400%$210.0K$181.9K-$28.1K2026-10-20
Foster Dykema Cabot & Partners, LLC
UNCHANGED2,1552,15500%$206.3K$178.6K-$27.6K2026-10-30
Triton Wealth Management, Pllc
UNCHANGED2,1432,14300%$206.6K$202.1K-$4.5K2026-11-04
Legacy Bridge, LLC
UNCHANGED2,0952,09500%$200.5K$173.7K-$26.9K2026-10-28
Caitong International Asset Management Co., Ltd
DECREASED2,01410,346-8,332-81%$990.2K$166.9K-$823.3K2026-10-29
Alpine Bank Wealth Management
DECREASED2,0102,460-450-18%$235.4K$166.6K-$68.8K2026-10-16
Tower Trust & Investment Co
UNCHANGED2,0062,00600%$192.0K$166.3K-$25.7K2026-10-28
Old Second National Bank of Aurora
UNCHANGED1,9711,97100%$188.6K$163.4K-$25.3K2026-10-22
Y.D. More Investments Ltd
DECREASED1,9232,420-497-21%$778$159.4K+$158.6K2026-11-02
Hager Investment Management Services, LLC
UNCHANGED1,8971,89700%$181.6K$157.2K-$24.3K2026-11-04
Essential Partners LLC
INCREASED1,877129+1,748+1355%$12.3K$155.6K+$143.2K2026-10-14
John Boyer, Inc.
NEW1,847—+1,847——$153.2K—2026-10-27
Proathlete Wealth Management LLC
DECREASED1,8291,832-30%$175.5K$151.7K-$23.8K2026-10-15
Nemes Rush Group LLC
INCREASED1,7581,757+1+0%$168.1K$145.7K-$22.4K2026-11-04
Community Bank, N.A.
UNCHANGED1,7501,75000%$167.5K$145.0K-$22.5K2026-11-06
Fortitude Family Office, LLC
DECREASED1,7341,739-50%$166.4K$143.7K-$22.7K2026-10-14
Creative Financial Designs Inc
INCREASED1,6921,685+7+0%$161.3K$140.3K-$21.0K2026-11-04
MV Capital Management, Inc.
DECREASED1,6791,713-34-2%$164.0K$139.2K-$24.8K2026-10-29
RMG Wealth Management LLC
UNCHANGED1,6721,67200%$154.7K$155.9K+$1.2K2026-10-26
Investment Research & Advisory Group, Inc.
UNCHANGED1,5911,59100%$156.7K$133.5K-$23.2K2026-10-19
Heritage Family Offices, LLP
NEW1,547—+1,547——$128.2K—2026-11-02
Acima Private Wealth, LLC
UNCHANGED1,5001,50000%$143.6K$124.3K-$19.2K2026-10-05
Mosley Wealth Management
DECREASED1,4631,564-101-6%$149.7K$130.4K-$19.2K2026-10-16
Center for Financial Planning, Inc.
DECREASED1,4581,459-10%$139.6K$120.9K-$18.7K2026-10-26
Financial Management Professionals, Inc.
DECREASED1,4391,479-40-3%$141.5K$119.3K-$22.3K2026-10-23
Capital Advisors, Ltd. LLC
DECREASED1,4281,760-332-19%$168$118-$502026-10-27
Toth Financial Advisory Corp
INCREASED1,4281,397+31+2%$133.7K$118.3K-$15.4K2026-10-08
Community Financial Services Group, LLC
UNCHANGED1,4011,40100%$133.3K$116.9K-$16.3K2026-10-15
Birch Financial Group, LLC
NEW1,382—+1,382——$114.6K—2026-10-27
Rossby Financial, LCC
INCREASED1,375913+462+51%$87.4K$114.0K+$26.6K2026-11-05
Lloyd Advisory Services, Llc.
INCREASED1,3481,041+307+29%$99.7K$111.7K+$12.0K2026-11-02
Physician Wealth Advisors, Inc.
INCREASED1,332982+350+36%$94.0K$110.4K+$16.4K2026-10-20
Buck Wealth Strategies, LLC
INCREASED1,3301,306+24+2%$125.0K$110.3K-$14.7K2026-10-28
Wealth Enhancement Trust Services, Inc.
INCREASED1,317728+589+81%$69.7K$109.2K+$39.5K2026-10-07
Smallwood Wealth Investment Management, LLC
UNCHANGED1,3101,31000%$125.4K$108.6K-$16.8K2026-10-30
Avion Wealth
DECREASED1,3001,348-48-4%$129.0K$107-$128.9K2026-11-04
Richardson Financial Services Inc.
INCREASED1,2861,082+204+19%$103.6K$106.6K+$3.0K2026-10-30
Jnba Financial Advisors
UNCHANGED1,2621,26200%$120.8K$104.6K-$16.2K2026-11-03
MJT & Associates Financial Advisory Group, Inc.
DECREASED1,2273,274-2,047-63%$313.4K$101.7K-$211.6K2026-10-07
Knights of Columbus Asset Advisors LLC
UNCHANGED1,2001,20000%$114.9K$99.5K-$15.4K2026-11-05
Horizon Financial Services, LLC
UNCHANGED1,1881,18800%$113.7K$98.5K-$15.2K2026-11-04
Barrett & Company, Inc.
UNCHANGED1,1501,15000%$110.1K$95.3K-$14.7K2026-10-22
Hughes Financial Services, LLC
DECREASED1,1361,182-46-4%$113.1K$105.6K-$7.5K2026-10-30
Nova Financial LLC
NEW1,128—+1,128——$93.5K—2026-11-04
Redwood Park Advisors LLC
INCREASED1,1231,049+74+7%$100.4K$93.1K-$7.3K2026-11-02
Quest 10 Wealth Builders, Inc.
UNCHANGED1,1171,11700%$106.9K$92.6K-$14.3K2026-11-02
Stone House Investment Management, LLC
UNCHANGED1,1041,10400%$105.7K$91.5K-$14.2K2026-10-23
Gen-Wealth Partners Inc
DECREASED1,1011,347-246-18%$128.9K$91.3K-$37.7K2026-11-04
Clean Yield Group
INCREASED1,100100+1,000+1000%$9.6K$91.2K+$81.6K2026-10-28
Ares Financial Consulting, LLC
UNCHANGED1,1001,10000%$105.3K$91.2K-$14.1K2026-10-19
Trifecta Capital Advisors, LLC
UNCHANGED1,0841,08400%$103.8K$89.9K-$13.9K2026-10-21
Vision Financial Markets LLC
UNCHANGED1,0681,06800%$101.6K$89.0K-$12.6K2026-10-22
POM Investment Strategies, LLC
UNCHANGED1,0601,06000%$101.5K$87.9K-$13.6K2026-10-20
Kingdom Financial Group Llc.
INCREASED1,044692+352+51%$66.3K$86.5K+$20.2K2026-11-04
American Capital Advisory, LLC
INCREASED1,0121,009+3+0%$96.6K$83.9K-$12.7K2026-10-28
Dorato Capital Management
UNCHANGED1,0071,00700%$96.3K$86.0K-$10.2K2026-10-08
Kennebec Savings Bank
UNCHANGED95895800%$91.7K$79.4K-$12.3K2026-10-22
Tounjian Advisory Partners, LLC
INCREASED950849+101+12%$81.3K$78.7K-$2.6K2026-11-04
Silver Grove Financial Group, Inc.
DECREASED9461,005-59-6%$96.2K$78.4K-$17.8K2026-11-05
IAG Wealth Partners, LLC
UNCHANGED92692600%$88.6K$76.7K-$11.9K2026-11-06
Roxbury Financial LLC
INCREASED911903+8+1%$86.4K$75.5K-$10.9K2026-10-01
Valley National Advisers Inc
DECREASED893929-36-4%$88.9K$74.0K-$14.9K2026-10-23
Pension & Wealth Management Advisors, Inc.
INCREASED874345+529+153%$33.0K$72.4K+$39.4K2026-10-16
Kozak & Associates, Inc.
INCREASED873865+8+1%$82.3K$79.9K-$2.4K2026-10-29
Essential Investment Partners LLC
NEW840—+840——$69.6K—2026-10-27
Chapman Financial Group, LLC
UNCHANGED84084000%$80.4K$69.6K-$10.8K2026-10-26
Hazlett, Burt & Watson, Inc.
UNCHANGED82982900%$48.0K$68-$48.0K2026-11-04
JFS Wealth Advisors, LLC
DECREASED8191,655-836-51%$158.4K$67.9K-$90.5K2026-11-03
James T. Borello RIA
DECREASED805867-62-7%$83.0K$66.7K-$16.3K2026-10-16
Vermillion Wealth Management, Inc.
DECREASED8003,055-2,255-74%$292.3K$66.3K-$226.0K2026-10-26
Flagship Wealth Advisors, LLC
UNCHANGED80080000%$76.6K$66.3K-$10.3K2026-11-03
Beacon Financial Strategies Corp
DECREASED7921,016-224-22%$97.2K$65.6K-$31.6K2026-10-14
Olistico Wealth, LLC
INCREASED752722+30+4%$69.1K$62.3K-$6.8K2026-10-05
Sawyer & Company, Inc
UNCHANGED74274200%$71.0K$61.5K-$9.5K2026-10-21
Fairscale Capital, LLC
INCREASED741736+5+1%$70.4K$69.4K-$1.0K2026-11-04
Boyd Watterson Asset Management LLC
UNCHANGED73473400%$70.3K$60.8K-$9.4K2026-11-06
Ascentis Wealth Management, LLC
INCREASED710600+110+18%$57.4K$58.8K+$1.4K2026-11-03
Rydar Equities, Inc.
NEW707—+707——$60.4K—2026-10-13
Canton Hathaway, LLC
UNCHANGED70570500%$67.5K$58.4K-$9.0K2026-10-23
Asset Dedication, LLC
DECREASED704824-120-15%$78.9K$58.4K-$20.5K2026-11-03
Highline Wealth Partners LLC
DECREASED6903,165-2,475-78%$303.0K$57.2K-$245.8K2026-10-19
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED687667+20+3%$63.8K$56.9K-$6.9K2026-11-06
Owl Creek Wealth Partners LLC
DECREASED681756-75-10%$72.4K$56.4K-$15.9K2026-10-20
Triumph Capital Management
DECREASED667689-22-3%$66.0K$55.3K-$10.7K2026-10-14
Planning Strategies Inc.
INCREASED666654+12+2%$62.6K$55.2K-$7.4K2026-10-02
Western Pacific Wealth Management, LP
UNCHANGED66566500%$63.6K$55.1K-$8.5K2026-10-16
Global Trust Asset Management, LLC
UNCHANGED66366300%$63.5K$55.0K-$8.5K2026-10-19
Birchbrook, Inc.
UNCHANGED63263200%$60.5K$52.4K-$8.1K2026-10-14
WPG Advisers, LLC
INCREASED622620+2+0%$59.3K$51.6K-$7.8K2026-10-27
PFS Partners, LLC
INCREASED605600+5+1%$57.4K$50.2K-$7.3K2026-10-21
Financial Consulate, Inc
INCREASED603600+3+1%$57.4K$49.9K-$7.4K2026-10-23
First Bancorp, Inc
DECREASED602616-14-2%$59.0K$49.9K-$9.1K2026-10-26
Quintet Private Bank (Europe) S.A.
INCREASED600300+300+100%$28.7K$49.7K+$21.0K2026-10-08
Chung Wu Investment Group, LLC
UNCHANGED60060000%$57.4K$49.7K-$7.7K2026-11-03
CrossGen Wealth, LLC
INCREASED599596+3+1%$57.1K$49.6K-$7.4K2026-10-30
Bayban
UNCHANGED59659600%$57.0K$57.0K$02026-11-05
Pacifica Partners Inc.
UNCHANGED58058000%$56.8K$48.4K-$8.4K2026-10-09
Leonteq Securities AG
DECREASED575680-105-15%$65.1K$47.7K-$17.4K2026-10-29
Rakuten Securities, Inc.
INCREASED57380+493+616%$7.7K$47.5K+$39.8K2026-11-02
IFS Advisors, LLC
INCREASED569348+221+64%$33.3K$47.2K+$13.9K2026-10-14
Winch Advisory Services, LLC
INCREASED569565+4+1%$54.0K$47.2K-$6.8K2026-11-06
Tompkins Financial Corp
UNCHANGED55555500%$53.1K$46.0K-$7.1K2026-10-05
Entrust Financial LLC
UNCHANGED54554500%$52.2K$45.2K-$7.0K2026-11-04
Curat Global, LLC
UNCHANGED53453400%$51.1K$44.3K-$6.8K2026-10-26
Main Street Group, LTD
DECREASED5331,273-740-58%$121.8K$44.2K-$77.7K2026-10-28
Rothwell Investment Advisors, LLC
NEW529—+529——$43.9K—2026-11-06
Union Bancaire Privee, UBP SA
DECREASED52311,483-10,960-95%$1.1M$38.5K-$1.0M2026-11-04
Hussman Strategic Advisors, Inc.
UNCHANGED50050000%$47.9K$41.4K-$6.4K2026-11-02
High Note Wealth, LLC
DECREASED478490-12-2%$46.9K$39.6K-$7.3K2026-10-27
Key FInancial Inc
INCREASED466449+17+4%$43.0K$38.6K-$4.3K2026-11-02
Joseph Group Capital Management
DECREASED463599-136-23%$57.3K$38.4K-$19.0K2026-11-04
Ashurst Perkins Coie Trust Co
INCREASED448435+13+3%$41.6K$37.1K-$4.5K2026-10-15
Murphy & Mullick Capital Management Corp
UNCHANGED44844800%$42.9K$37.1K-$5.7K2026-11-02
Lodestone Wealth Management LLC
UNCHANGED44344300%$42.4K$36.7K-$5.7K2026-10-14
Elevation Wealth Partners, LLC
INCREASED435204+231+113%$19.5K$36.1K+$16.5K2026-10-07
MB, Levis & Associates, LLC
INCREASED428427+1+0%$40.8K$35.5K-$5.4K2026-10-16
Covestor Ltd
INCREASED418405+13+3%$39.0K$35-$39.0K2026-10-30
Centerpoint Advisors, LLC
INCREASED418417+1+0%$40.0K$35-$40.0K2026-11-05
Next Level Wealth Planning, LLC
NEW410—+410——$34.0K—2026-10-29
Balance Wealth Partners LLC
NEW402—+402——$33.3K—2026-10-27
First Community Trust NA
UNCHANGED40040000%$38.3K$33.2K-$5.1K2026-10-07
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED3801,061-681-64%$101.6K$31.5K-$70.1K2026-10-14
Chilton Capital Management LLC
UNCHANGED36136100%$34.6K$29.9K-$4.6K2026-10-28
Piscataqua Savings Bank
UNCHANGED34034000%$32.5K$28.2K-$4.4K2026-10-21
Nvwm, LLC
UNCHANGED33233200%$31.8K$27.5K-$4.3K2026-10-14
Retirement Wealth Solutions LLC
INCREASED330297+33+11%$28.5K$27.3K-$1.1K2026-10-07
Yankcom Partnership
UNCHANGED31931900%$30.5K$26.4K-$4.1K2026-10-15
Morton Brown Family Wealth, LLC
UNCHANGED31431400%$30.1K$26.0K-$4.0K2026-10-23
J.Safra Asset Management Corp
UNCHANGED30930900%$29.6K$25.6K-$4.0K2026-11-03
TFC Financial Management, Inc.
UNCHANGED30830800%$29.5K$25.5K-$3.9K2026-10-26
North Point Portfolio Managers Corp
NEW306—+306——$25.4K—2026-10-07
Adkins Seale Capital Management LLC
INCREASED306305+1+0%$29.3K$25.3K-$3.9K2026-10-27
Pflug Koory, LLC
UNCHANGED30630600%$29.3K$25.4K-$3.9K2026-10-26
New England Capital Financial Advisors LLC
UNCHANGED30330300%$29.0K$25.1K-$3.9K2026-11-03
Advantage Trust Co
DECREASED300321-21-7%$30.7K$24.9K-$5.9K2026-10-19
StrongBox Wealth, LLC
UNCHANGED30030000%$28.7K$24.9K-$3.8K2026-11-02
Guardian Partners Inc.
UNCHANGED29529500%$28.2K$24.5K-$3.8K2026-10-21
CGC Financial Services, LLC
UNCHANGED29329300%$28.0K$24.3K-$3.8K2026-10-13
Private Wealth Management Group, LLC
UNCHANGED28528500%$27.3K$23.6K-$3.7K2026-10-19
Clark Wealth Partners
DECREASED270280-10-4%$26.8K$22.4K-$4.4K2026-10-19
Bell Investment Advisors, Inc
DECREASED268374-106-28%$35.8K$22.2K-$13.6K2026-10-29
Miller Wealth Advisors, LLC
UNCHANGED25025000%$23.9K$20.7K-$3.2K2026-11-02
LFA - Lugano Financial Advisors SA
UNCHANGED24624600%$23.5K$20.4K-$3.2K2026-11-03
Blueline Advisors LLC
UNCHANGED23823800%$22.8K$19.7K-$3.1K2026-10-15
Moisand Fitzgerald Tamayo, LLC
INCREASED234106+128+121%$10.1K$19.4K+$9.3K2026-10-15
True Wealth Design, LLC
DECREASED205328-123-37%$31.4K$17.0K-$14.4K2026-10-13
Navigoe, LLC
DECREASED202205-3-1%$19$16-$32026-11-04
Washington Trust Advisors, Inc.
DECREASED200220-20-9%$21.0K$16.6K-$4.5K2026-10-22
Tower View Wealth Management LLC
INCREASED199197+2+1%$18.9K$16.5K-$2.4K2026-10-23
Downshift Financial, LLC
INCREASED192158+34+22%$15.1K$15.9K+$7932026-10-13
Financial Network Wealth Advisors LLC
DECREASED192195-3-2%$18.7K$15.9K-$2.7K2026-10-28
Quaker Wealth Management, LLC
DECREASED192194-2-1%$18.6K$15.9K-$2.7K2026-10-22
Evermay Wealth Management LLC
UNCHANGED17017000%$16.2K$14.1K-$2.2K2026-11-05
SJS Investment Consulting Inc.
DECREASED168292-124-42%$27.9K$13.9K-$14.0K2026-10-26
Strengthening Families & Communities, LLC
INCREASED162161+1+1%$15.4K$13.4K-$2.0K2026-10-21
West Branch Capital LLC
UNCHANGED15615600%$14.9K$12.9K-$2.0K2026-10-20
Burk Holdings LLC
UNCHANGED15015000%$14.4K$12.4K-$1.9K2026-11-05
Bare Financial Services, Inc
DECREASED149179-30-17%$17.1K$12.4K-$4.8K2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED14614600%$14.0K$12.1K-$1.9K2026-11-04
Steph & Co
UNCHANGED14014000%$13.4K$11.6K-$1.8K2026-10-07
Bay Harbor Wealth Management, LLC
INCREASED137120+17+14%$11.5K$11.4K-$1292026-11-03
Aspect Partners, LLC
DECREASED126129-3-2%$12.3K$10.4K-$1.9K2026-10-20
PayPay Securities Corp
INCREASED12353+70+132%$5.1K$10.2K+$5.1K2026-10-27
Sfam, LLC
UNCHANGED12312300%$11.8K$10.2K-$1.6K2026-11-03
Fulcrum Asset Management LLP
NEW120—+120——$10.0K—2026-11-04
Wilkerson Advisory Group LLC
DECREASED118179-61-34%$17.1K$9.8K-$7.4K2026-10-20
UMB Private Wealth Management, LLC
NEW102—+102——$8.5K—2026-10-19
Financial Freedom, LLC
NEW100—+100——$8.3K—2026-11-06
Pittenger & Anderson Inc
UNCHANGED10010000%$9.6K$8.3K-$1.3K2026-11-02
Belvedere Trading LLC
NEW95—+95——$7.9K—2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED919100%$8.7K$7.5K-$1.2K2026-10-15
KFG LLC
NEW86—+86——$7.1K—2026-11-02
Carolina Wealth Advisors, LLC
UNCHANGED818100%$7.8K$6.7K-$1.0K2026-10-23
Prudent Man Investment Management, Inc.
NEW80—+80——$6.6K—2026-11-03
Fairway Wealth LLC
NEW79—+79——$6.5K—2026-10-30
Evolution Wealth Management Inc.
DECREASED76205-129-63%$19.6K$6.3K-$13.3K2026-10-28
AXS Investments LLC
NEW72—+72——$6.0K—2026-11-04
DecisionPoint Financial, LLC
INCREASED6764+3+5%$6.1K$5.6K-$4952026-10-27
Burkett Financial Services, LLC
UNCHANGED646400%$6.1K$5.4K-$7772026-10-01
Torren Management, LLC
DECREASED5961-2-3%$5.9K$4.9K-$9992026-10-29
Financial Perspectives, Inc
UNCHANGED585800%$5.5K$4.8K-$7422026-11-03
Three Bridge Wealth Advisors, LLC
NEW54—+54——$4.5K—2026-11-05
Acumen Wealth Advisors, LLC
NEW53—+53——$4.4K—2026-11-05
William Mack & Associates, Inc.
NEW52—+52——$4.3K—2026-10-27
Maseco LLP
NEW52—+52——$4.3K—2026-10-27
WestEnd Advisors, LLC
UNCHANGED525200%$5.0K$4.3K-$6672026-10-27
Creative Capital Management Investments LLC
INCREASED4826+22+85%$2.5K$4.0K+$1.5K2026-10-28
Strategic Advocates LLC
DECREASED47116-69-59%$11.1K$3.9K-$7.2K2026-11-03
Addison Advisors LLC
UNCHANGED444400%$4.2K$3.6K-$5642026-11-06
Tsfg, LLC
UNCHANGED444400%$4$4$02026-10-23
Valued Wealth Advisors LLC
DECREASED4069-29-42%$6.6K$3.3K-$3.3K2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED393900%$3.7K$3.2K-$5002026-10-16
Rachor Investment Advisory Services, LLC
INCREASED3130+1+3%$2.9K$2.5K-$3692026-10-29
Hara Capital LLC
UNCHANGED222200%$2.1K$1.8K-$2822026-10-30
Signature Resources Capital Management, LLC
NEW20—+20——$1.7K—2026-10-16
Wolff Wiese Magana LLC
UNCHANGED202000%$1.9K$1.7K-$2572026-10-15
10Elms LLP
UNCHANGED202000%$1.9K$1.7K-$2562026-11-06
Winthrop Capital Management, LLC
UNCHANGED171700%$2$1.4K+$1.4K2026-11-05
Align Financial, LLC
NEW16—+16——$1.3K—2026-10-16
IMG Wealth Management, Inc.
DECREASED15105-90-86%$10.1K$1.2K-$8.8K2026-10-27
Phillip James Consulting Co.
UNCHANGED141400%$1.3K$1.2K-$1802026-11-03
Mascoma Wealth Management LLC
DECREASED1222-10-45%$2.1K$995-$1.1K2026-10-23
Breakwater Investment Management
UNCHANGED6600%$575$498-$772026-10-20
3 Factor Indexing, LLC
UNCHANGED5500%$479$415-$642026-10-15
Hoey Investments, Inc
UNCHANGED5500%$479$415-$642026-10-29
Hurley Capital, LLC
UNCHANGED4400%$386$337-$492026-11-05
Maryland Capital Advisors Inc.
UNCHANGED1100%$96$83-$132026-10-15
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
CLOSED093,516-93,516-100%$9.0M$0-$9.0M2026-10-22
Wellington Shields & Co., LLC
CLOSED018,084-18,084-100%$1.7M$0-$1.7M2026-11-03
Monument Capital Management
CLOSED09,647-9,647-100%$923.3K$0-$923.3K2026-10-09
Thor Trading Advisors, LLC
CLOSED08,707-8,707-100%$833.3K$0-$833.3K2026-11-05
GF Fund Management Co. Ltd.
CLOSED08,404-8,404-100%$804.3K$0-$804.3K2026-10-26
Iams Wealth Management, LLC
CLOSED06,552-6,552-100%$627.2K$0-$627.2K2026-10-15
Cordatus Wealth Management LLC
CLOSED06,416-6,416-100%$613.9K$0-$613.9K2026-10-19
Approach Retirement Advisors, LLC
CLOSED06,067-6,067-100%$580.8K$0-$580.8K2026-10-22
Central Bank & Trust Co
CLOSED05,934-5,934-100%$567.9K$0-$567.9K2026-10-09
OMC Financial Services LTD
CLOSED05,877-5,877-100%$562.5K$0-$562.5K2026-10-19
TBH Global Asset Management, LLC
CLOSED05,262-5,262-100%$503.6K$0-$503.6K2026-11-03
Hartline Investment Corp/
CLOSED05,260-5,260-100%$503.4K$0-$503.4K2026-10-29
4Wealth Advisors, Inc.
CLOSED04,778-4,778-100%$462.2K$0-$462.2K2026-10-13
Waycross Partners, LLC
CLOSED04,709-4,709-100%$450.7K$0-$450.7K2026-11-03
FSA Investment Group, LLC
CLOSED04,529-4,529-100%$433.4K$0-$433.4K2026-10-07
Investment House LLC
CLOSED04,100-4,100-100%$392.4K$0-$392.4K2026-10-21
Kaydan Wealth Management, Inc.
CLOSED03,051-3,051-100%$292.0K$0-$292.0K2026-10-08
Alpha Zero LLC
CLOSED03,024-3,024-100%$290.5K$0-$290.5K2026-11-06
Howland Capital Management LLC
CLOSED02,891-2,891-100%$276.7K$0-$276.7K2026-10-22
Founders Grove Wealth Partners, LLC
CLOSED02,785-2,785-100%$266.6K$0-$266.6K2026-10-16
Evanson Financial, LLC
CLOSED02,779-2,779-100%$266.0K$0-$266.0K2026-10-23
Grant Private Wealth Management Inc
CLOSED02,736-2,736-100%$261.9K$0-$261.9K2026-10-19
Caliber Wealth Management, LLC / KS
CLOSED02,710-2,710-100%$259.4K$0-$259.4K2026-11-04
Rainey & Randall Wealth Advisors Inc.
CLOSED02,675-2,675-100%$256.0K$0-$256.0K2026-10-26
Noesis Capital Mangement Corp
CLOSED02,671-2,671-100%$255.6K$0-$255.6K2026-10-26
Falcon Wealth Planning
CLOSED02,608-2,608-100%$249.6K$0-$249.6K2026-11-06
Williams Jones Wealth Management, Llc.
CLOSED02,596-2,596-100%$248.5K$0-$248.5K2026-11-05
Ferguson Wellman Capital Management, Inc
CLOSED02,592-2,592-100%$248.1K$0-$248.1K2026-10-05
Enterprise Financial Services Corp
CLOSED02,564-2,564-100%$245.4K$0-$245.4K2026-11-03
Braun-Bostich & Associates Inc.
CLOSED02,552-2,552-100%$244.3K$0-$244.3K2026-10-20
Commonwealth Financial Services, LLC
CLOSED02,551-2,551-100%$244.2K$0-$244.2K2026-10-20
Legacy Edge Advisors, LLC
CLOSED02,529-2,529-100%$242.1K$0-$242.1K2026-11-06
Accel Wealth Management
CLOSED02,514-2,514-100%$240.6K$0-$240.6K2026-10-13
Westover Capital Advisors, LLC
CLOSED02,500-2,500-100%$239.3K$0-$239.3K2026-10-26
Alliance Wealth Advisors, LLC
CLOSED02,450-2,450-100%$234.5K$0-$234.5K2026-10-28
Thayer Partners, LLC / MA
CLOSED02,447-2,447-100%$234.2K$0-$234.2K2026-11-06
Old Peak Finance LLC
CLOSED02,446-2,446-100%$234.1K$0-$234.1K2026-11-02
Spartan Planning & Wealth Management
CLOSED02,438-2,438-100%$233.4K$0-$233.4K2026-10-13
Brighton Securities Corp.
CLOSED02,428-2,428-100%$232.4K$0-$232.4K2026-10-08
Sunpointe, LLC
CLOSED02,423-2,423-100%$231.9K$0-$231.9K2026-10-22
Earned Wealth Advisors, LLC
CLOSED02,420-2,420-100%$231.6K$0-$231.6K2026-11-06
Sapient Capital LLC
CLOSED02,419-2,419-100%$231.5K$0-$231.5K2026-10-08
Traveka Wealth, LLC
CLOSED02,404-2,404-100%$230.0K$0-$230.0K2026-10-19
Forbes Financial Planning, Inc.
CLOSED02,404-2,404-100%$230.1K$0-$230.1K2026-10-23
Innova Wealth Partners
CLOSED02,396-2,396-100%$229.3K$0-$229.3K2026-10-21
Colonial River Investments, LLC
CLOSED02,393-2,393-100%$229.0K$0-$229.0K2026-10-19
Axecap Investments, LLC
CLOSED02,393-2,393-100%$229.0K$0-$229.0K2026-10-20
Greenfield Savings Bank
CLOSED02,389-2,389-100%$228.7K$0-$228.7K2026-10-07
Partners in Financial Planning
CLOSED02,386-2,386-100%$228.4K$0-$228.4K2026-11-06
Steinberganna Wealth Management
CLOSED02,365-2,365-100%$226.3K$0-$226.3K2026-10-23
Warren Street Wealth Advisors, LLC
CLOSED02,358-2,358-100%$225.7K$0-$225.7K2026-11-04
Midland Wealth Advisors, LLC
CLOSED02,333-2,333-100%$223.3K$0-$223.3K2026-10-26
Cottage Street Advisors LLC
CLOSED02,333-2,333-100%$222.7K$0-$222.7K2026-10-19
Sonata Capital Group Inc
CLOSED02,325-2,325-100%$222.5K$0-$222.5K2026-10-19
First Citizens Financial Corp
CLOSED02,315-2,315-100%$221.6K$0-$221.6K2026-10-02
Bernicke Wealth Management, Ltd.
CLOSED02,311-2,311-100%$221.2K$0-$221.2K2026-11-06
BankPlus Wealth Management LLC
CLOSED02,310-2,310-100%$221.1K$0-$221.1K2026-10-13
Parthenon LLC
CLOSED02,307-2,307-100%$220.8K$0-$220.8K2026-10-22
Stonebridge Financial Planning Group, LLC
CLOSED02,300-2,300-100%$220.1K$0-$220.1K2026-11-06
Alamar Capital Management, LLC
CLOSED02,298-2,298-100%$219.9K$0-$219.9K2026-11-02
Private Management Group Inc
CLOSED02,288-2,288-100%$218.9K$0-$218.9K2026-11-04
Greenfield Seitz Capital Management, LLC
CLOSED02,270-2,270-100%$217.3K$0-$217.3K2026-10-29
Baring Financial LLC
CLOSED02,267-2,267-100%$217.0K$0-$217.0K2026-10-07
Bingham Private Wealth, LLC
CLOSED02,257-2,257-100%$216.0K$0-$216.0K2026-11-05
BXM Wealth LLC
CLOSED02,250-2,250-100%$215.3K$0-$215.3K2026-11-03
ACT Advisors, Llc.
CLOSED02,249-2,249-100%$215.3K$0-$215.3K2026-10-15
Emprise Bank
CLOSED02,248-2,248-100%$215.2K$0-$215.2K2026-10-07
Strategic Family Wealth Counselors, L.L.C.
CLOSED02,246-2,246-100%$215.0K$0-$215.0K2026-10-29
Bank of Stockton
CLOSED02,243-2,243-100%$214.7K$0-$214.7K2026-10-20
Garde Capital, Inc.
CLOSED02,236-2,236-100%$214.0K$0-$214.0K2026-10-29
Embree Financial Group
CLOSED02,224-2,224-100%$212.8K$0-$212.8K2026-10-22
MBA Advisors LLC
CLOSED02,213-2,213-100%$211.8K$0-$211.8K2026-10-29
FDx Advisors, Inc.
CLOSED02,211-2,211-100%$212.0K$0-$212.0K2026-11-05
Islay Capital Management, LLC
CLOSED02,203-2,203-100%$210.9K$0-$210.9K2026-10-20
Summit Financial Strategies, Inc.
CLOSED02,200-2,200-100%$210.6K$0-$210.6K2026-10-14
Altman Advisors, Inc.
CLOSED02,200-2,200-100%$210.6K$0-$210.6K2026-11-05
KMG Fiduciary Partners, LLC
CLOSED02,184-2,184-100%$209.0K$0-$209.0K2026-10-14
Opinicus Capital, Inc.
CLOSED02,183-2,183-100%$209.0K$0-$209.0K2026-10-28
Auxano Advisors, LLC
CLOSED02,174-2,174-100%$208.1K$0-$208.1K2026-11-06
Juno Financial Group LLC
CLOSED02,169-2,169-100%$207.6K$0-$207.6K2026-10-27
Gradient Capital Advisors, LLC
CLOSED02,166-2,166-100%$207.3K$0-$207.3K2026-10-21
Floyd Financial Group LLC
CLOSED02,161-2,161-100%$207.3K$0-$207.3K2026-10-28
Peoples Bank
CLOSED02,150-2,150-100%$205.8K$0-$205.8K2026-10-09
CRA Financial Services, LLC
CLOSED02,149-2,149-100%$205.7K$0-$205.7K2026-10-16
Wealth Science Advisors LLC
CLOSED02,145-2,145-100%$205.3K$0-$205.3K2026-10-09
Guardian Wealth Management, LLC
CLOSED02,142-2,142-100%$205.0K$0-$205.0K2026-10-14
Security Financial Services, Inc.
CLOSED02,140-2,140-100%$204.8K$0-$204.8K2026-10-29
Obermeyer Wealth Partners
CLOSED02,139-2,139-100%$204.7K$0-$204.7K2026-10-21
AGH Wealth Advisors, LLC
CLOSED02,126-2,126-100%$203.5K$0-$203.5K2026-10-26
Fagan Associates, Inc.
CLOSED02,124-2,124-100%$203.3K$0-$203.3K2026-10-13
Newman Dignan & Sheerar, Inc.
CLOSED02,123-2,123-100%$203.2K$0-$203.2K2026-10-21
Haven Capital Group, Inc.
CLOSED02,113-2,113-100%$202.2K$0-$202.2K2026-10-13
Searcy Financial Services Inc
CLOSED02,101-2,101-100%$201.1K$0-$201.1K2026-10-07
Heritage Wealth Management, Inc. s
CLOSED02,100-2,100-100%$201.0K$0-$201.0K2026-11-06
Private Wealth Partners, LLC
CLOSED02,100-2,100-100%$201.0K$0-$201.0K2026-10-22
Artesa Financial Group, LLC
CLOSED02,091-2,091-100%$200.1K$0-$200.1K2026-10-29
Advocate Investing Services LLC
CLOSED0529-529-100%$50.7K$0-$50.7K2026-10-26
Gill Capital Partners, LLC
CLOSED0376-376-100%$36.0K$0-$36.0K2026-10-13
Reyes Financial Architecture, Inc.
CLOSED0295-295-100%$28.2K$0-$28.2K2026-10-22
Marquette Asset Management, LLC
CLOSED0283-283-100%$27.1K$0-$27.1K2026-10-09
Bullseye Investment Management, LLC
CLOSED0271-271-100%$25.9K$0-$25.9K2026-10-29
Summit Securities Group LLC
CLOSED0261-261-100%$25.0K$0-$25.0K2026-11-05
Wellington Grp LLC
CLOSED0236-236-100%$22.8K$0-$22.8K2026-11-06
Robinswood Financial LLC
CLOSED0184-184-100%$17.7K$0-$17.7K2026-10-20
Mowery & Schoenfeld Wealth Management, LLC
CLOSED0147-147-100%$14.1K$0-$14.1K2026-10-28
Obsidian CIO, LLC
CLOSED0141-141-100%$13.5K$0-$13.5K2026-11-05
Activest Wealth Management
CLOSED0137-137-100%$13.1K$0-$13.1K2026-10-15
Wellington Shields Capital Management, LLC
CLOSED0104-104-100%$10.0K$0-$10.0K2026-11-03
SBK Financial, Inc.
CLOSED0100-100-100%$9.6K$0-$9.6K2026-11-02
Brooklyn FI, LLC
CLOSED087-87-100%$8.3K$0-$8.3K2026-11-05
Peterson Wealth Services
CLOSED036-36-100%$3.4K$0-$3.4K2026-10-26
Whipplewood Advisors, LLC
CLOSED030-30-100%$2.9K$0-$2.9K2026-10-20
Your Advocates Ltd., LLP
CLOSED020-20-100%$1.9K$0-$1.9K2026-11-03
Nvest Wealth Strategies, Inc.
CLOSED014-14-100%$1.3K$0-$1.3K2026-10-14
Mountain Hill Investment Partners Corp.
CLOSED011-11-100%$1.0K$0-$1.0K2026-10-23
CKW Financial Group
CLOSED09-9-100%$1$0-$12026-10-29
Halbert Hargrove Global Advisors, LLC
CLOSED07-7-100%$656$0-$6562026-10-16
Central Pacific Bank - Trust Division
CLOSED05-5-100%$479$0-$4792026-10-06
Evolution Advisers, Inc.
CLOSED01-1-100%$0$0$02026-11-06
Prairie Wealth Advisors, Inc.
UNCHANGED000—$215.0K$218.3K+$3.4K2026-10-29
BlackRock, Inc.
N/A—92,990,716-92,990,716-100%$8.9B———
Vanguard Capital Management LLC
N/A—73,665,124-73,665,124-100%$7.1B———
State Street Corp
N/A—64,809,708-64,809,708-100%$6.2B———
Capital World Investors
N/A—62,518,698-62,518,698-100%$6.0B———
Price T Rowe Associates Inc
N/A—46,415,904-46,415,904-100%$4.4B———
JPMorgan Chase & Co
N/A—32,778,201-32,778,201-100%$3.2B———
Vanguard Portfolio Management LLC
N/A—27,023,691-27,023,691-100%$2.6B———
FMR LLC
N/A—22,537,244-22,537,244-100%$2.2B———
Franklin Resources Inc
N/A—16,561,908-16,561,908-100%$1.6B———
Goldman Sachs Group Inc
N/A—14,582,492-14,582,492-100%$1.4B———
Norges Bank
N/A—14,358,862-14,358,862-100%$1.4B———
Massachusetts Financial Services Co
N/A—13,831,354-13,831,354-100%$1.3B———
Morgan Stanley
N/A—13,539,685-13,539,685-100%$1.3B———
Northern Trust Corp
N/A—9,755,332-9,755,332-100%$933.7M———
Ameriprise Financial Inc
N/A—9,568,912-9,568,912-100%$915.8M———
Royal Bank of Canada
N/A—8,721,450-8,721,450-100%$834.7M———
Bank of America Corp
N/A—8,392,512-8,392,512-100%$803.2M———
Legal & General Group Plc
N/A—7,703,017-7,703,017-100%$737.3M———
Charles Schwab Investment Management Inc
N/A—7,386,604-7,386,604-100%$707.0M———
Vanguard Fiduciary Trust Co
N/A—6,330,286-6,330,286-100%$605.9M———
Boston Partners
N/A—6,174,426-6,174,426-100%$591.1M———
UBS Asset Management Americas LLC
N/A—5,681,674-5,681,674-100%$543.8M———
Invesco Ltd.
N/A—5,577,317-5,577,317-100%$533.8M———
Wellington Management Group LLP
N/A—5,519,410-5,519,410-100%$528.3M———
Wells Fargo & Company
N/A—4,306,728-4,306,728-100%$412.2M———
LuminArx Capital Management LP
N/A—4,000,000-4,000,000-100%$4.2M———
Nuveen, LLC
N/A—3,967,302-3,967,302-100%$379.7M———
UBS Group AG
N/A—3,702,217-3,702,217-100%$354.3M———
Raymond James Financial Inc
N/A—3,306,209-3,306,209-100%$316.4M———
Swiss National Bank
N/A—3,179,600-3,179,600-100%$304.3M———
National Pension Service
N/A—2,932,978-2,932,978-100%$280.7M———
Bank of Montreal
N/A—2,860,777-2,860,777-100%$273.8M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—2,856,478-2,856,478-100%$273.4M———
Envestnet Asset Management Inc
N/A—2,513,008-2,513,008-100%$240.5M———
Vanguard Global Advisers, LLC
N/A—2,434,744-2,434,744-100%$233.0M———
First Trust Advisors LP
N/A—2,431,833-2,431,833-100%$232.8M———
Vanguard Asset Management, Ltd
N/A—2,392,608-2,392,608-100%$229.0M———
Ensign Peak Advisors, Inc
N/A—2,320,369-2,320,369-100%$222.1M———
California Public Employees Retirement System
N/A—2,032,644-2,032,644-100%$194.5M———
HSBC Holdings PLC
N/A—1,992,743-1,992,743-100%$191.1M———
Rhumbline Advisers
N/A—1,967,290-1,967,290-100%$188.3M———
Federated Hermes, Inc.
N/A—1,936,635-1,936,635-100%$185.4M———
Pinnacle Financial Partners, Inc.
N/A—1,932,339-1,932,339-100%$184.9M———
Jennison Associates LLC
N/A—1,870,949-1,870,949-100%$179.1M———
Energy Income Partners, LLC
N/A—1,735,602-1,735,602-100%$166.1M———
Natixis Advisors, LLC
N/A—1,697,019-1,697,019-100%$162.4M———
Soroban Capital Partners LP
N/A—1,688,287-1,688,287-100%$161.6M———
BNP Paribas Financial Markets
N/A—1,652,536-1,652,536-100%$158.2M———
Jupiter Topco LLC
N/A—1,642,660-1,642,660-100%$157.2M———
Empower Advisory Group, LLC
N/A—1,634,931-1,634,931-100%$156.5M———
Cbre Investment Management Listed Real Assets LLC
N/A—1,496,314-1,496,314-100%$143.2M———
HighTower Advisors, LLC
N/A—1,476,938-1,476,938-100%$141.4M———
Canada Pension Plan Investment Board
N/A—1,457,085-1,457,085-100%$139.5M———
Focus Partners Wealth
N/A—1,407,819-1,407,819-100%$134.7M———
Manufacturers Life Insurance Company, the
N/A—1,347,359-1,347,359-100%$129.0M———
California State Teachers Retirement System
N/A—1,312,265-1,312,265-100%$125.6M———
Citadel Advisors LLC
N/A—1,173,137-1,173,137-100%$112.3M———
Capital Advisors Inc
N/A—1,139,024-1,139,024-100%$109.0M———
Vanguard Investments Australia, Ltd.
N/A—1,126,072-1,126,072-100%$107.8M———
Stifel Financial Corp
N/A—1,067,608-1,067,608-100%$102.2M———
NewEdge Advisors, LLC
N/A—1,067,217-1,067,217-100%$102.1M———
Alliancebernstein L.P.
N/A—1,064,958-1,064,958-100%$102.8M———
Zacks Investment Management
N/A—1,037,823-1,037,823-100%$99.3M———
Capital International Investors
N/A—1,036,760-1,036,760-100%$99.2M———
New York State Common Retirement Fund
N/A—1,033,775-1,033,775-100%$98.9M———
Jones Financial Companies Lllp
N/A—964,398-964,398-100%$93.7M———
APG Asset Management N.V.
N/A—954,653-954,653-100%$79.9M———
State Board of Administration of Florida Retirement System
N/A—946,207-946,207-100%$90.6M———
Macquarie Group LTD
N/A—846,178-846,178-100%$81.0M———
Cetera Investment Advisers
N/A—819,582-819,582-100%$78.4M———
Mitsubishi UFJ Trust & Banking Corp
N/A—811,142-811,142-100%$77.6M———
Korea Investment Corp
N/A—756,114-756,114-100%$72.4M———
Vaughan Nelson Investment Management, L.P.
N/A—745,415-745,415-100%$71.3M———
Victory Capital Management Inc
N/A—707,473-707,473-100%$67.7M———
Arrowstreet Capital, Limited Partnership
N/A—704,100-704,100-100%$67.4M———
Balyasny Asset Management L.P.
N/A—701,019-701,019-100%$67.1M———
Quantinno Capital Management LP
N/A—700,173-700,173-100%$67.0M———
Cohen & Steers, Inc.
N/A—691,562-691,562-100%$66.2M———
SG Americas Securities, LLC
N/A—684,551-684,551-100%$65.5M———
National Bank of Canada
N/A—678,449-678,449-100%$64.9M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—646,054-646,054-100%$61.6M———
Osaic Holdings, Inc.
N/A—621,416-621,416-100%$59.5M———
Prudential Financial Inc
N/A—609,584-609,584-100%$58.3M———
State of Wisconsin Investment Board
N/A—598,052-598,052-100%$57.2M———
Clark Capital Management Group, Inc.
N/A—593,182-593,182-100%$56.8M———
Magellan Asset Management Ltd
N/A—592,268-592,268-100%$56.7M———
Treasurer of the State of North Carolina
N/A—582,353-582,353-100%$55.7M———
Chevy Chase Trust Holdings, LLC
N/A—548,439-548,439-100%$52.5M———
Schroder Investment Management Group
N/A—542,307-542,307-100%$52.5M———
Canada Life Assurance Co
N/A—532,507-532,507-100%$50.9M———
Investment Management Corp of Ontario
N/A—522,424-522,424-100%$50.0M———
Worldquant Millennium Advisors LLC
N/A—512,138-512,138-100%$49.0M———
Verition Fund Management LLC
N/A—508,415-508,415-100%$48.7M———
1832 Asset Management L.P.
N/A—495,642-495,642-100%$47.4M———
EP Wealth Advisors, LLC
N/A—491,161-491,161-100%$47.0M———
Van Eck Associates Corp
N/A—480,883-480,883-100%$46.0M———
SEI Investments Co
N/A—463,111-463,111-100%$44.3M———
AQR Capital Management LLC
N/A—456,982-456,982-100%$43.7M———
Nomura Asset Management Co LTD
N/A—449,136-449,136-100%$43.0M———
Millennium Management LLC
N/A—434,991-434,991-100%$41.6M———
Public Employees Retirement System of Ohio
N/A—430,244-430,244-100%$41.2M———
MML Investors Services, LLC
N/A—429,658-429,658-100%$41.1M———
Resona Asset Management Co.,Ltd.
N/A—425,524-425,524-100%$40.8M———
Janney Montgomery Scott LLC
N/A—421,712-421,712-100%$40.4M———
Gabelli Funds LLC
N/A—417,952-417,952-100%$40.0M———
TD Asset Management Inc
N/A—411,844-411,844-100%$39.4M———
Edgar Lomax Co
N/A—411,155-411,155-100%$39.4M———
Capital International, Inc.
N/A—402,657-402,657-100%$38.5M———
Sanctuary Advisors, LLC
N/A—401,627-401,627-100%$38.4M———
State of Tennessee, Department of Treasury
N/A—392,021-392,021-100%$37.5M———
Toronto Dominion Bank
N/A—379,515-379,515-100%$36.3M———
Mariner, LLC
N/A—375,232-375,232-100%$35.9M———
DnB Asset Management AS
N/A—362,724-362,724-100%$34.7M———
Bollard Group LLC
N/A—355,146-355,146-100%$34.0M———
Waverly Advisors, LLC
N/A—347,945-347,945-100%$33.3M———
Foundations Investment Advisors, LLC
N/A—347,316-347,316-100%$33.2M———
Aptus Capital Advisors, LLC
N/A—342,150-342,150-100%$32.7M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—329,018-329,018-100%$31.5M———
American Century Companies Inc
N/A—326,394-326,394-100%$31.2M———
Captrust Financial Advisors
N/A—325,851-325,851-100%$31.2M———
Public Sector Pension Investment Board
N/A—321,853-321,853-100%$30.8M———
Voya Investment Management LLC
N/A—314,488-314,488-100%$30.1M———
Liberty One Investment Management, LLC
N/A—309,176-309,176-100%$29.6M———
CIBC Bancorp USA Inc.
N/A—308,433-308,433-100%$29.5M———
Two Sigma Investments, LP
N/A—303,736-303,736-100%$29.1M———
Baird Financial Group, Inc.
N/A—298,169-298,169-100%$28.5M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—297,547-297,547-100%$28.5M———
Susquehanna Portfolio Strategies, LLC
N/A—292,936-292,936-100%$28.0M———
Huntington National Bank
N/A—287,618-287,618-100%$27.5M———
Rockefeller Capital Management L.P.
N/A—281,598-281,598-100%$27.0M———
BNP Paribas Asset Management Holding S.A.
N/A—279,824-279,824-100%$26.8M———
D. E. Shaw & Co., Inc.
N/A—275,457-275,457-100%$26.4M———
Teacher Retirement System of Texas
N/A—268,847-268,847-100%$25.7M———
Shaolin Capital Management LLC
N/A—262,895-262,895-100%$25.2M———
Vinva Investment Management Ltd
N/A—262,779-262,779-100%$25.4M———
Crawford Investment Counsel Inc
N/A—262,546-262,546-100%$25.1M———
O'shaughnessy Asset Management, LLC
N/A—261,561-261,561-100%$25.0M———
MetLife Investment Management, LLC
N/A—257,921-257,921-100%$24.7M———
Cerity Partners LLC
N/A—256,903-256,903-100%$24.6M———
Mercer Global Advisors Inc
N/A—249,562-249,562-100%$23.9M———
Woodline Partners LP
N/A—246,048-246,048-100%$23.5M———
MAI Capital Management
N/A—242,161-242,161-100%$23.2M———
Becker Capital Management Inc
N/A—241,005-241,005-100%$23.1M———
Vestcor Inc
N/A—232,360-232,360-100%$22.2M———
Northwestern Mutual Wealth Management Co
N/A—230,310-230,310-100%$22.0M———
Advisors Capital Management, LLC
N/A—229,231-229,231-100%$21.9M———
Fukoku Mutual Life Insurance Co
N/A—228,779-228,779-100%$21.9M———
Zurich Insurance Group Ltd
N/A—210,975-210,975-100%$20.2M———
Allianz Asset Management GmbH
N/A—210,938-210,938-100%$20.2M———
Wealthfront Advisers LLC
N/A—209,303-209,303-100%$20.0M———
Arkadios Wealth Advisors
N/A—208,779-208,779-100%$20.0M———
Aventail Capital Group, LP
N/A—206,880-206,880-100%$19.8M———
Gotham Asset Management, LLC
N/A—206,301-206,301-100%$19.7M———
Benjamin Edwards Inc
N/A—202,906-202,906-100%$19.4M———
Intech Investment Management LLC
N/A—197,585-197,585-100%$18.9M———
&partners
N/A—196,930-196,930-100%$18.8M———
BW Gestao de Investimentos Ltda.
N/A—193,731-193,731-100%$18.5M———
Leavell Investment Management, Inc.
N/A—188,777-188,777-100%$18.1M———
Kayne Anderson Rudnick Investment Management LLC
N/A—187,989-187,989-100%$18.0M———
Orion Porfolio Solutions, LLC
N/A—187,404-187,404-100%$17.9M———
Capital Fund Management S.A.
N/A—183,056-183,056-100%$17.5M———
Voleon Capital Management LP
N/A—181,563-181,563-100%$17.4M———
First National Bank of Omaha
N/A—176,421-176,421-100%$17.0M———
Steward Partners Investment Advisory, LLC
N/A—174,167-174,167-100%$16.7M———
Utah Retirement Systems
N/A—171,346-171,346-100%$16.4M———
Weiss Asset Management LP
N/A—171,203-171,203-100%$16.4M———
Aequim Alternative Investments LP
N/A—170,082-170,082-100%$16.3M———
Police & Firemen's Retirement System of New Jersey
N/A—169,617-169,617-100%$16.2M———
British Columbia Investment Management Corp
N/A—169,090-169,090-100%$16.2M———
Daiichi Life Insurance Co., Ltd.
N/A—167,983-167,983-100%$16.1M———
Bank of Nova Scotia
N/A—167,168-167,168-100%$16.0M———
M&T Bank Corp
N/A—164,406-164,406-100%$15.7M———
OneDigital Investment Advisors LLC
N/A—161,372-161,372-100%$15.4M———
Vanguard Personalized Indexing Management, LLC
N/A—160,532-160,532-100%$15.4M———
USS Investment Management Ltd
N/A—155,704-155,704-100%$14.9M———
Commerce Bank
N/A—154,685-154,685-100%$14.8M———
CCM Investment Advisers LLC
N/A—153,814-153,814-100%$14.7M———
Capital & Planning, LLC
N/A—150,547-150,547-100%$14.4M———
Nissay Asset Management Corp N
N/A—150,242-150,242-100%$14.4M———
Bragg Financial Advisors, Inc
N/A—148,316-148,316-100%$14.2M———
Pathstone Holdings, LLC
N/A—141,796-141,796-100%$13.6M———
Baltimore-Washington Financial Advisors, Inc.
N/A—140,045-140,045-100%$13.4M———
QRG Capital Management, Inc.
N/A—139,081-139,081-100%$13.3M———
Public Employees Retirement Association of Colorado
N/A—138,398-138,398-100%$13.2M———
Independent Advisor Alliance
N/A—137,163-137,163-100%$13.1M———
Blair William & Co
N/A—134,778-134,778-100%$12.9M———
Klingenstein Fields & Co LP
N/A—132,949-132,949-100%$12.7M———
Nomura Asset Management International Inc.
N/A—126,114-126,114-100%$12.1M———
Rafferty Asset Management, LLC
N/A—124,515-124,515-100%$11.9M———
Neuberger Berman Group LLC
N/A—121,840-121,840-100%$11.7M———
Advisory Services Network, LLC
N/A—120,975-120,975-100%$11.6M———
Metis Global Partners, LLC
N/A—120,111-120,111-100%$11.5M———
Freestone Capital Holdings, LLC
N/A—119,696-119,696-100%$11.5M———
Stephens Inc
N/A—118,573-118,573-100%$11.3M———
Royal London Asset Management LTD
N/A—117,350-117,350-100%$11.2M———
Capital Innovations LLC
N/A—115,871-115,871-100%$11.1M———
IFG Advisory, LLC
N/A—114,679-114,679-100%$11.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—114,388-114,388-100%$10.9M———
Keel Point, LLC
N/A—114,238-114,238-100%$10.9M———
Sequoia Financial Advisors, LLC
N/A—112,262-112,262-100%$10.7M———
Credit Agricole S A
N/A—111,990-111,990-100%$10.7M———
Rothschild Investment LLC
N/A—109,458-109,458-100%$10.5M———
Sagefield Capital LP
N/A—107,785-107,785-100%$10.3M———
Spirepoint Private Client, LLC
N/A—105,995-105,995-100%$10.1M———
Azimuth Capital Investment Management LLC
N/A—104,184-104,184-100%$10.0M———
Mayflower Financial Advisors, LLC
N/A—103,571-103,571-100%$9.9M———
Lighthouse Investment Partners, LLC
N/A—98,824-98,824-100%$9.5M———
FIL Ltd
N/A—98,405-98,405-100%$9.4M———
Windle Wealth, LLC
N/A—98,225-98,225-100%$9.4M———
Harbour Investments, Inc.
N/A—96,869-96,869-100%$9.3M———
Arax Advisory Partners
N/A—94,918-94,918-100%$9.1M———
Ilex Capital Partners (UK) LLP
N/A—94,864-94,864-100%$9.1M———
Beacon Pointe Advisors, LLC
N/A—94,275-94,275-100%$9.0M———
Summit Financial, LLC
N/A—93,428-93,428-100%$8.9M———
Lifeworks Advisors, LLC
N/A—92,809-92,809-100%$8.9M———
Integrated Wealth Concepts LLC
N/A—92,556-92,556-100%$8.9M———
Glenmede Trust Co NA
N/A—92,115-92,115-100%$8.8M———
Fiduciary Group, LLC
N/A—90,779-90,779-100%$8.7M———
Guggenheim Capital LLC
N/A—90,336-90,336-100%$8.6M———
Osmosis Investment Management UK Ltd
N/A—89,127-89,127-100%$8.5M———
Thomasville National Bank
N/A—88,204-88,204-100%$8.4M———
Private Advisor Group, LLC
N/A—86,588-86,588-100%$8.3M———
Sound View Wealth Advisors Group, LLC
N/A—86,522-86,522-100%$8.3M———
Teachers Retirement System of the State of Kentucky
N/A—85,856-85,856-100%$8.2M———
Trajan Wealth LLC
N/A—85,436-85,436-100%$8.2M———
Equitable Holdings, Inc.
N/A—83,999-83,999-100%$8.0M———
Quadrature Capital Ltd
N/A—82,851-82,851-100%$7.9M———
Pacer Advisors, Inc.
N/A—82,828-82,828-100%$7.9M———
Capitolis Liquid Global Markets LLC
N/A—82,800-82,800-100%$7.9M———
Alerus Financial NA
N/A—82,226-82,226-100%$7.9M———
Omers Administration Corp
N/A—82,207-82,207-100%$7.9M———
Simmons Bank
N/A—81,775-81,775-100%$7.8M———
United Capital Financial Advisors, LLC
N/A—81,604-81,604-100%$7.8M———
VAN Lanschot Kempen Investment Management N.V.
N/A—81,463-81,463-100%$7.8M———
Vident Advisory, LLC
N/A—81,173-81,173-100%$7.8M———
Eventide Asset Management, LLC
N/A—80,367-80,367-100%$7.7M———
Susquehanna International Group, LLP
N/A—80,351-80,351-100%$7.7M———
Edmond de Rothschild Holding S.A.
N/A—79,866-79,866-100%$7.6M———
Saudi Central Bank
N/A—78,911-78,911-100%$7.6M———
Trustmark Bank Trust Department
N/A—78,838-78,838-100%$7.5M———
Allstate Corp
N/A—77,975-77,975-100%$7.5M———
Advisors Asset Management, Inc.
N/A—76,871-76,871-100%$7.4M———
SummitTX Capital, L.P.
N/A—76,665-76,665-100%$7.3M———
Vestmark Advisory Solutions, Inc.
N/A—76,426-76,426-100%$7.3M———
Anchor Investment Management, LLC
N/A—76,038-76,038-100%$7.3M———
Argent Trust Co
N/A—74,701-74,701-100%$7.1M———
Freestone Grove Partners LP
N/A—74,550-74,550-100%$7.1M———
Baillie Gifford & Co
N/A—74,294-74,294-100%$7.1M———
Federation des caisses Desjardins du Quebec
N/A—73,996-73,996-100%$7.1M———
Stratos Wealth Partners, Ltd.
N/A—73,922-73,922-100%$7.1M———
Nordea Investment Management AB
N/A—73,527-73,527-100%$7.1M———
Schnieders Capital Management, Llc.
N/A—73,180-73,180-100%$7.0M———
Mitchell Mcleod Pugh & Williams Inc
N/A—72,692-72,692-100%$7.0M———
RiverFront Investment Group, LLC
N/A—72,559-72,559-100%$6.9M———
Hantz Financial Services, Inc.
N/A—71,147-71,147-100%$6.8M———
Empowered Funds, LLC
N/A—70,759-70,759-100%$6.8M———
Horizon Investments, LLC
N/A—70,508-70,508-100%$6.7M———
AE Wealth Management LLC
N/A—69,691-69,691-100%$6.7M———
Kentucky Retirement Systems
N/A—69,564-69,564-100%$6.7M———
Alpine Woods Capital Investors, LLC
N/A—68,598-68,598-100%$6.6M———
Trinity Legacy Partners, LLC
N/A—67,566-67,566-100%$6.5M———
Nomura Holdings Inc
N/A—66,995-66,995-100%$6.4M———
Mizuho Securities USA LLC
N/A—66,567-66,567-100%$6.4M———
Jane Street Group, LLC
N/A—66,158-66,158-100%$6.3M———
MainStreet Investment Advisors LLC
N/A—65,921-65,921-100%$6.3M———
South Dakota Investment Council
N/A—62,514-62,514-100%$6.0M———
Prudential PLC
N/A—61,381-61,381-100%$5.9M———
Envestnet Portfolio Solutions, Inc.
N/A—60,081-60,081-100%$5.8M———
Norinchukin Bank, The
N/A—57,061-57,061-100%$5.5M———
Acadian Asset Management LLC
N/A—56,245-56,245-100%$5.4M———
Providence Capital Advisors, LLC
N/A—55,900-55,900-100%$5.4M———
Clearbridge Investments, LLC
N/A—54,762-54,762-100%$5.2M———
Brown Brothers Harriman & Co
N/A—54,466-54,466-100%$5.2M———
Core Alternative Capital
N/A—54,344-54,344-100%$5.2M———
Edgestream Partners, L.P.
N/A—53,925-53,925-100%$5.2M———
GQG Partners LLC
N/A—53,777-53,777-100%$5.1M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—53,712-53,712-100%$5.1M———
Squarepoint Ops LLC
N/A—53,685-53,685-100%$5.1M———
Tidal Investments LLC
N/A—53,386-53,386-100%$5.1M———
Morton Community Bank
N/A—52,612-52,612-100%$5.0M———
Morgan Dempsey Capital Management LLC
N/A—52,236-52,236-100%$5.0M———
American Trust Investment Advisors, LLC
N/A—51,434-51,434-100%$4.9M———
IHT Wealth Management, LLC
N/A—51,288-51,288-100%$4.9M———
Cornerstone Capital, Inc.
N/A—50,301-50,301-100%$4.8M———
Coastal Bridge Advisors, LLC
N/A—50,247-50,247-100%$4.8M———
Capital International Sarl
N/A—49,896-49,896-100%$4.8M———
BFC Planning, Inc.
N/A—49,814-49,814-100%$4.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—48,809-48,809-100%$4.7M———
Brown Advisory Inc
N/A—47,805-47,805-100%$4.6M———
Marble Wealth, LLC
N/A—47,119-47,119-100%$4.5M———
First National Advisers, LLC
N/A—46,945-46,945-100%$4.5M———
Parallax Volatility Advisers, L.P.
N/A—46,762-46,762-100%$4.5M———
D L Carlson Investment Group Inc
N/A—46,430-46,430-100%$4.4M———
Rench Wealth Management, Inc.
N/A—45,743-45,743-100%$4.4M———
Lombard Odier Asset Management (Switzerland) SA
N/A—44,853-44,853-100%$4.3M———
Bank OZK
N/A—44,723-44,723-100%$4.3M———
Callan Family Office, LLC
N/A—44,553-44,553-100%$4.3M———
Mufg Securities Emea plc
N/A—44,123-44,123-100%$4.2M———
Wills Financial Group LLC
N/A—44,018-44,018-100%$4.2M———
Longbow Finance SA
N/A—43,850-43,850-100%$4.2M———
Mainstay Capital Management LLC
N/A—42,960-42,960-100%$4.1M———
GWN Securities Inc.
N/A—42,874-42,874-100%$4.1M———
New Age Alpha Advisors, LLC
N/A—42,386-42,386-100%$4.1M———
Focus Partners Advisor Solutions, LLC
N/A—42,293-42,293-100%$4.0M———
Peapack Gladstone Financial Corp
N/A—41,729-41,729-100%$4.0M———
Graham Capital Management, L.P.
N/A—41,611-41,611-100%$4.0M———
Kingsview Wealth Management, LLC
N/A—41,582-41,582-100%$4.0M———
Waterloo Capital, L.P.
N/A—41,471-41,471-100%$4.0M———
Sciencast Management LP
N/A—41,429-41,429-100%$4.0M———
Summit Trail Advisors, LLC
N/A—41,242-41,242-100%$3.9M———
Ameritas Investment Partners, Inc.
N/A—40,440-40,440-100%$3.9M———
CI Investments Inc.
N/A—40,184-40,184-100%$3.8M———
FAS Wealth Partners, Inc.
N/A—39,556-39,556-100%$3.8M———
Picton Mahoney Asset Management
N/A—39,173-39,173-100%$3.7M———
Danske Bank A/S
N/A—38,863-38,863-100%$3.7M———
Smartleaf Asset Management LLC
N/A—38,791-38,791-100%$3.8M———
Centaurus Financial, Inc.
N/A—38,678-38,678-100%$3.7M———
Cary Street Partners Financial LLC
N/A—37,961-37,961-100%$3.6M———
Empirical Finance, LLC
N/A—37,799-37,799-100%$3.6M———
Essex Financial Services, Inc.
N/A—37,207-37,207-100%$3.6M———
All Terrain Financial Advisors, LLC
N/A—36,682-36,682-100%$3.5M———
Westwood Holdings Group Inc
N/A—36,614-36,614-100%$3.5M———
JPL Wealth Management, LLC
N/A—36,423-36,423-100%$3.5M———
Northwestern Mutual Investment Management Company, LLC
N/A—36,143-36,143-100%$3.5M———
Elo Mutual Pension Insurance Co
N/A—36,033-36,033-100%$3.4M———
Texas Yale Capital Corp.
N/A—35,901-35,901-100%$3.4M———
Jump Financial, LLC
N/A—35,900-35,900-100%$3.4M———
OneAscent Wealth Management LLC
N/A—35,596-35,596-100%$3.4M———
Mosaic Family Wealth Partners, LLC
N/A—35,582-35,582-100%$3.4M———
Bleakley Financial Group, LLC
N/A—35,377-35,377-100%$3.4M———
Great Valley Advisor Group, Inc.
N/A—35,373-35,373-100%$3.4M———
Naviter Wealth, LLC
N/A—35,006-35,006-100%$3.4M———
Mutual Advisors, LLC
N/A—34,878-34,878-100%$3.3M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—34,797-34,797-100%$3.3M———
Birmingham Capital Management Co Inc
N/A—34,450-34,450-100%$3.3M———
Marshall Financial Group, LLC
N/A—34,327-34,327-100%$3.3M———
Mufg Securities Americas Inc.
N/A—33,953-33,953-100%$3.2M———
Walsky Investment Management, Inc.
N/A—33,575-33,575-100%$3.2M———
Modern Wealth Management, LLC
N/A—33,350-33,350-100%$3.2M———
Spartan Wealth Advisory Services LLC
N/A—33,241-33,241-100%$3.2M———
Baldwin Investment Management, LLC
N/A—33,202-33,202-100%$3.2M———
Pettyjohn, Wood & White, Inc
N/A—33,106-33,106-100%$3.2M———
Adalta Capital Management LLC
N/A—32,813-32,813-100%$3.1M———
Ranch Capital Advisors Inc.
N/A—32,764-32,764-100%$3.1M———
Sovereign Financial Group, Inc.
N/A—32,652-32,652-100%$3.1M———
M3 Wealth Management, LLC
N/A—32,320-32,320-100%$3.1M———
IEQ Capital, LLC
N/A—32,166-32,166-100%$3.1M———
Odyssean, LLC
N/A—31,626-31,626-100%$3.0M———
Bluespring Wealth Management, LLC
N/A—31,121-31,121-100%$3.0M———
SouthState Bank Corp
N/A—31,080-31,080-100%$3.0M———
CIBC World Market Inc.
N/A—30,673-30,673-100%$2.9M———
Geneos Wealth Management Inc.
N/A—30,668-30,668-100%$2.9M———
Marshall Wace, LLP
N/A—30,253-30,253-100%$2.9M———
Systematic Alpha Investments, LLC
N/A—30,000-30,000-100%$2.9M———
Coldstream Capital Management Inc
N/A—29,930-29,930-100%$2.9M———
Dockside LLC
N/A—29,642-29,642-100%$2.8M———
Donaldson Capital Management, LLC
N/A—29,606-29,606-100%$2.8M———
Old North State Trust, LLC
N/A—29,202-29,202-100%$2.8M———
Broadwater Capital Management LLC
N/A—29,154-29,154-100%$2.8M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—28,868-28,868-100%$2.8M———
Siemens Fonds Invest GmbH
N/A—28,481-28,481-100%$2.7M———
Hayek Kallen Investment Management
N/A—28,200-28,200-100%$2.7M———
Tyche Wealth Partners LLC
N/A—28,092-28,092-100%$2.7M———
Holderness Investments Co
N/A—28,072-28,072-100%$2.7M———
Vectors Research Management, LLC
N/A—27,637-27,637-100%$2.6M———
Hancock Whitney Corp
N/A—27,631-27,631-100%$2.6M———
Red Door Wealth Management, LLC
N/A—27,623-27,623-100%$2.6M———
Xcelsior Advisor Partners LLC
N/A—27,316-27,316-100%$2.6M———
Marietta Investment Partners LLC
N/A—26,828-26,828-100%$2.6M———
Aurora Investment Counsel
N/A—26,807-26,807-100%$2.6M———
Canada Post Corp Registered Pension Plan
N/A—26,772-26,772-100%$2.6M———
Johnson Investment Counsel Inc
N/A—26,562-26,562-100%$2.5M———
Hilltop Holdings Inc.
N/A—26,543-26,543-100%$2.5M———
Bessemer Group Inc
N/A—26,372-26,372-100%$2.5M———
Ameritas Advisory Services, LLC
N/A—26,269-26,269-100%$2.5M———
Delta Global Management LP
N/A—26,185-26,185-100%$2.5M———
Laird Norton Wetherby Trust Company, LLC
N/A—26,143-26,143-100%$2.5M———
Principal Securities, Inc.
N/A—26,111-26,111-100%$2.5M———
WCG Wealth Advisors LLC
N/A—26,068-26,068-100%$2.5M———
Meeder Advisory Services, Inc.
N/A—25,679-25,679-100%$2.5M———
Atlantic Union Bankshares Corp
N/A—25,201-25,201-100%$2.4M———
Ausdal Financial Partners, Inc.
N/A—25,081-25,081-100%$2.4M———
Advyzon Investment Management, LLC
N/A—25,054-25,054-100%$2.4M———
Global Retirement Partners, LLC
N/A—24,972-24,972-100%$2.4M———
Atom Investors LP
N/A—24,820-24,820-100%$2.4M———
Brooks, Moore & Associates, Inc.
N/A—24,673-24,673-100%$2.4M———
Frec Markets, Inc.
N/A—24,455-24,455-100%$2.3M———
Man Group plc
N/A—24,248-24,248-100%$2.3M———
Southeast Asset Advisors, LLC
N/A—24,154-24,154-100%$2.3M———
PFG Investments, LLC
N/A—23,961-23,961-100%$2.3M———
Stamos Capital Partners, L.P.
N/A—23,816-23,816-100%$2.3M———
Gladstone Institutional Advisory LLC
N/A—23,803-23,803-100%$2.3M———
Alaethes Wealth, LLC
N/A—23,659-23,659-100%$2.3M———
Western Wealth Management, LLC
N/A—23,485-23,485-100%$2.2M———
Tower Research Capital LLC (TRC)
N/A—22,321-22,321-100%$2.1M———
World Investment Advisors
N/A—22,194-22,194-100%$2.1M———
NorthRock Partners, LLC
N/A—21,955-21,955-100%$2.1M———
Altshuler Shaham Ltd
N/A—21,918-21,918-100%$2.1M———
Composition Wealth, LLC
N/A—21,889-21,889-100%$2.1M———
Snowden Capital Advisors LLC
N/A—21,861-21,861-100%$2.1M———
Regal Investment Advisors LLC
N/A—21,808-21,808-100%$2.1M———
Stock Yards Bank & Trust Co
N/A—21,771-21,771-100%$2.1M———
Caprock Group, LLC
N/A—21,568-21,568-100%$2.1M———
Caisse de Depot ET Placement DU Quebec
N/A—21,348-21,348-100%$2.0M———
Nicholson Wealth Management Group, LLC
N/A—21,122-21,122-100%$2.0M———
T. Rowe Price Investment Management, Inc.
N/A—21,055-21,055-100%$2.0M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—20,392-20,392-100%$2.0M———
Kovack Advisors, Inc.
N/A—20,207-20,207-100%$1.9M———
Fidelis Capital Partners, LLC
N/A—20,203-20,203-100%$1.9M———
HHM Wealth Advisors, LLC
N/A—20,111-20,111-100%$1.9M———
Rollins Financial Advisors, LLC
N/A—19,863-19,863-100%$1.9M———
Aviva PLC
N/A—19,483-19,483-100%$1.9M———
Gateway Wealth Partners, LLC
N/A—19,206-19,206-100%$1.8M———
DRW Securities, LLC
N/A—18,998-18,998-100%$1.8M———
TCW Group Inc
N/A—18,973-18,973-100%$1.8M———
Shelton Capital Management
N/A—18,817-18,817-100%$1.8M———
WJ Financial Advisors LLC
N/A—18,758-18,758-100%$1.8M———
CreativeOne Wealth, LLC
N/A—18,749-18,749-100%$1.8M———
Lbmc Investment Advisors, LLC
N/A—18,350-18,350-100%$1.8M———
Swan Capital LLC
N/A—18,332-18,332-100%$1.8M———
Transcend Capital Advisors, LLC
N/A—18,246-18,246-100%$1.7M———
Arete Wealth Advisors, LLC
N/A—18,163-18,163-100%$1.7M———
Adapt Wealth Advisors, LLC
N/A—18,067-18,067-100%$1.7M———
Smith, Moore & Co.
N/A—17,667-17,667-100%$1.7M———
Tower Bridge Advisors
N/A—17,603-17,603-100%$1.7M———
Savvy Advisors, Inc.
N/A—17,514-17,514-100%$1.7M———
Constant Guidance Financial LLC
N/A—17,120-17,120-100%$1.6M———
Ethos Financial Group, LLC
N/A—17,012-17,012-100%$1.6M———
Bridgewater Associates, LP
N/A—16,972-16,972-100%$1.6M———
Dearborn Partners LLC
N/A—16,886-16,886-100%$1.6M———
Advisory Alpha, LLC
N/A—16,579-16,579-100%$1.6M———
Cresset Asset Management, LLC
N/A—16,539-16,539-100%$1.6M———
Pinebridge Investments LLC
N/A—16,537-16,537-100%$1.6M———
FCA Corp
N/A—16,529-16,529-100%$1.6M———
Sumitomo Life Insurance Co
N/A—15,945-15,945-100%$1.5M———
Everstar Asset Management, LLC
N/A—15,942-15,942-100%$1.5M———
Earnest Partners LLC
N/A—15,933-15,933-100%$1.5M———
Sargent Investment Group, LLC
N/A—15,822-15,822-100%$1.5M———
Core Capital Management & Research, inc.
N/A—15,718-15,718-100%$1.4M———
Two Sigma Securities, LLC
N/A—15,351-15,351-100%$1.5M———
Flputnam Investment Management Co
N/A—15,207-15,207-100%$1.5M———
Main Street Financial Solutions, LLC
N/A—15,198-15,198-100%$1.5M———
Silvercrest Asset Management Group LLC
N/A—15,076-15,076-100%$1.4M———
Venturi Wealth Management, LLC
N/A—14,699-14,699-100%$1.4M———
Silver OAK Securities, Incorporated
N/A—14,652-14,652-100%$1.4M———
Spreng Capital Management, Inc.
N/A—14,520-14,520-100%$1.4M———
Investor's Fiduciary Advisor Network, LLC
N/A—14,397-14,397-100%$1.4M———
Syon Capital LLC
N/A—14,161-14,161-100%$1.4M———
Prosperity Consulting Group, LLC
N/A—14,053-14,053-100%$1.3M———
Wealthspire Advisors, LLC
N/A—14,045-14,045-100%$1.3M———
Berkeley Capital Partners, LLC
N/A—14,004-14,004-100%$1.3M———
Kiker Wealth Management, LLC
N/A—13,929-13,929-100%$1.3M———
NewEdge Wealth, LLC
N/A—13,889-13,889-100%$1.3M———
Keystone Financial Group
N/A—13,698-13,698-100%$1.3M———
AssuredPartners Investment Advisors, LLC
N/A—13,670-13,670-100%$1.3M———
Meiji Yasuda Asset Management Co Ltd.
N/A—13,631-13,631-100%$1.3M———
Glen Eagle Advisors, LLC
N/A—13,525-13,525-100%$1.3M———
Lionhunter Capital Management, LLC
N/A—13,367-13,367-100%$1.3M———
Dougherty & Associates, LLC
N/A—13,312-13,312-100%$1.3M———
Magnolia Capital Advisors LLC
N/A—13,272-13,272-100%$1.3M———
Farmers National Bank
N/A—13,236-13,236-100%$1.3M———
Intesa Sanpaolo S.p.A.
N/A—13,118-13,118-100%$1.3M———
Checchi Capital Advisers, LLC
N/A—12,816-12,816-100%$1.2M———
Fiduciary Trust Co
N/A—12,781-12,781-100%$1.2M———
Scotia Capital Inc.
N/A—12,712-12,712-100%$1.2M———
Bank of Hawaii
N/A—12,677-12,677-100%$1.2M———
Jackson Thornton Wealth Management, LLC
N/A—12,664-12,664-100%$1.2M———
Widmann Financial Services, Inc.
N/A—12,641-12,641-100%$1.2M———
Rehmann Capital Advisory Group
N/A—12,591-12,591-100%$1.2M———
Haverford Trust Co
N/A—12,544-12,544-100%$1.2M———
Centennial Bank
N/A—12,499-12,499-100%$1.2M———
United Bank
N/A—12,492-12,492-100%$1.2M———
Rowlandmiller & Partners.adv
N/A—12,403-12,403-100%$1.2M———
Cvfg LLC
N/A—12,329-12,329-100%$1.2M———
Guardian Wealth Advisors, LLC / NC
N/A—12,319-12,319-100%$1.2M———
Hills Bank & Trust Co
N/A—12,297-12,297-100%$1.2M———
North Dallas Bank & Trust Co
N/A—12,220-12,220-100%$1.2M———
Twin Capital Management Inc
N/A—12,213-12,213-100%$1.2M———
Lazard Asset Management LLC
N/A—12,059-12,059-100%$1.2M———
Meiji Yasuda Life Insurance Co
N/A—11,951-11,951-100%$1.1M———
Infrastructure Capital Advisors, LLC
N/A—11,853-11,853-100%$1.1M———
Tiaa Wealth Investment Management LLC
N/A—11,820-11,820-100%$1.1M———
Delta Asset Management LLC
N/A—11,711-11,711-100%$1.1M———
Rithm Capital Corp.
N/A—11,500-11,500-100%$1.1M———
AFT, Forsyth & Company, Inc.
N/A—11,423-11,423-100%$1.1M———
Jaffetilchin Investment Partners, LLC
N/A—11,215-11,215-100%$1.1M———
ATLas Financial Planning LLC
N/A—11,156-11,156-100%$1.1M———
Meadowbrook Advisors Group, LLC
N/A—11,075-11,075-100%$1.1M———
Resurgent Financial Advisors LLC
N/A—10,991-10,991-100%$1.1M———
Trustco Bank Corp N Y
N/A—10,940-10,940-100%$1.0M———
Belpointe Asset Management LLC
N/A—10,930-10,930-100%$1.0M———
Resources Management Corp
N/A—10,798-10,798-100%$1.0M———
Members Trust Co
N/A—10,789-10,789-100%$1.0M———
Nwam LLC
N/A—10,766-10,766-100%$1.0M———
Second Line Capital, LLC
N/A—10,754-10,754-100%$1.0M———
RFP Financial Group LLC
N/A—10,730-10,730-100%$1.0M———
Martingale Asset Management L P
N/A—10,619-10,619-100%$1.0M———
Pine Valley Investments Ltd Liability Co
N/A—10,537-10,537-100%$1.0M———
West Family Investments, Inc.
N/A—10,508-10,508-100%$1.0M———
Bradley Foster & Sargent Inc
N/A—10,495-10,495-100%$1.0M———
OneAscent Financial Services LLC
N/A—10,467-10,467-100%$1.0M———
Walter & Keenan Wealth Management LLC
N/A—10,330-10,330-100%$988.7K———
Rogco, LP
N/A—10,115-10,115-100%$968.1K———
iSAM Funds (UK) Ltd
N/A—10,100-10,100-100%$966.7K———
Huber Capital Management LLC
N/A—10,018-10,018-100%$958.8K———
Walleye Capital LLC
N/A—9,971-9,971-100%$954.3K———
Marco Investment Management LLC
N/A—9,966-9,966-100%$953.8K———
Field & Main Bank
N/A—9,940-9,940-100%$951.4K———
HM Payson & Co
N/A—9,929-9,929-100%$950.3K———
Thompson David Blair
N/A—9,909-9,909-100%$948.4K———
Engineers Gate Manager LP
N/A—9,821-9,821-100%$940.0K———
GSA Capital Partners LLP
N/A—9,794-9,794-100%$937.0K———
Pure Financial Advisors, LLC
N/A—9,781-9,781-100%$936.2K———
Panagora Asset Management Inc
N/A—9,662-9,662-100%$924.8K———
Elequin Capital, LP
N/A—9,638-9,638-100%$922.5K———
Bartlett & Co. Wealth Management LLC
N/A—9,624-9,624-100%$921.1K———
Ancora Advisors LLCA
N/A—9,617-9,617-100%$920.4K———
EntryPoint Capital, LLC
N/A—9,568-9,568-100%$915.8K———
Commerzbank Aktiengesellschaft
N/A—9,476-9,476-100%$907.0K———
Evolve Private Wealth, LLC
N/A—9,463-9,463-100%$905.7K———
Dakota Wealth Management
N/A—9,417-9,417-100%$901.3K———
Monetary Management Group Inc
N/A—9,407-9,407-100%$900.3K———
Stokes Family Office, LLC
N/A—9,398-9,398-100%$899.5K———
Nicolet Bankshares Inc
N/A—9,315-9,315-100%$892.7K———
Rodgers Brothers Inc.
N/A—9,243-9,243-100%$884.6K———
Affinity Wealth Management LLC
N/A—9,169-9,169-100%$877.6K———
Havemeyer Place LP
N/A—9,122-9,122-100%$873.1K———
Cambient Family Office, LLC
N/A—9,117-9,117-100%$872.6K———
PCM Encore, LLC
N/A—9,101-9,101-100%$871.1K———
Chesapeake Wealth Management
N/A—9,095-9,095-100%$870.5K———
Peninsula Asset Management Inc
N/A—9,090-9,090-100%$870.0K———
Icon Wealth Advisors, LLC
N/A—8,976-8,976-100%$859.1K———
Evercore Wealth Management, LLC
N/A—8,817-8,817-100%$843.9K———
Hexagon Capital Partners LLC
N/A—8,777-8,777-100%$840.0K———
Heartland Bank & Trust Co
N/A—8,704-8,704-100%$833.1K———
Centiva Capital, LP
N/A—8,657-8,657-100%$828.6K———
Orographic Financial Advisors, LLC
N/A—8,577-8,577-100%$793———
Northstar Financial Companies, Inc.
N/A—8,553-8,553-100%$818.6K———
Roundview Capital LLC
N/A—8,524-8,524-100%$815.8K———
JT Stratford LLC
N/A—8,447-8,447-100%$808.5K———
Baron Silver Stevens Financial Advisors, LLC
N/A—8,372-8,372-100%$801.3K———
Kintra Wealth, LLC
N/A—8,368-8,368-100%$776.5K———
Moneta Group Investment Advisors LLC
N/A—8,353-8,353-100%$799.5K———
Faithward Advisors, LLC
N/A—8,319-8,319-100%$796.2K———
ST Germain D J Co Inc
N/A—8,240-8,240-100%$788.7K———
Blalock Williams, LLC
N/A—8,193-8,193-100%$784.2K———
Gilbert & Cook, Inc.
N/A—8,177-8,177-100%$782.6K———
Howe & Rusling Inc
N/A—8,177-8,177-100%$782.6K———
Ballentine Partners, LLC
N/A—8,088-8,088-100%$774.1K———
Keebeck Wealth Management
N/A—8,069-8,069-100%$772.3K———
Geometric Wealth Advisors
N/A—8,051-8,051-100%$770.6K———
Citizens Business Bank
N/A—8,002-8,002-100%$765.9K———
SBI Okasan Asset Management Co.Ltd.
N/A—8,000-8,000-100%$774.0K———
one8zero8, LLC
N/A—7,989-7,989-100%$764.7K———
Private Wealth Asset Management, LLC
N/A—7,977-7,977-100%$763.5K———
Summitry LLC
N/A—7,925-7,925-100%$758.5K———
Allred Capital Management, LLC
N/A—7,879-7,879-100%$754.1K———
Intrust Bank NA
N/A—7,824-7,824-100%$748.8K———
RWA Wealth Partners, LLC
N/A—7,801-7,801-100%$746.6K———
Roberts Glore & Co Inc
N/A—7,727-7,727-100%$739.6K———
Element Wealth, LLC
N/A—7,718-7,718-100%$738.7K———
Wealth Alliance, LLC
N/A—7,678-7,678-100%$734.9K———
Northstar Advisory Group, LLC
N/A—7,659-7,659-100%$733.1K———
Private Capital Management, LLC
N/A—7,622-7,622-100%$729.5K———
FourThought Financial Partners, LLC
N/A—7,504-7,504-100%$718.2K———
Pitcairn Wealth Advisors LLC
N/A—7,455-7,455-100%$713.5K———
Arkos Global Advisors
N/A—7,409-7,409-100%$709.0K———
Curi Capital, LLC
N/A—7,353-7,353-100%$703.8K———
Wedbush Fund Advisers, LLC
N/A—7,346-7,346-100%$703.1K———
Wulff, Hansen & Co.
N/A—7,323-7,323-100%$700.9K———
Beacon Investment Advisors LLC
N/A—7,291-7,291-100%$697.9K———
Viawealth, LLC
N/A—7,169-7,169-100%$686.1K———
Tradition Wealth Management, LLC
N/A—7,167-7,167-100%$686.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,154-7,154-100%$684.7K———
Destination Wealth Management
N/A—7,101-7,101-100%$679.6K———
Lathrop Investment Management Co
N/A—7,091-7,091-100%$679.0K———
Thoroughbred Financial Services, LLC
N/A—7,071-7,071-100%$676.0K———
1ST Source Bank
N/A—6,882-6,882-100%$658.7K———
Park Place Capital Corp
N/A—6,878-6,878-100%$658.3K———
Coppell Advisory Solutions LLC
N/A—6,860-6,860-100%$2.0M———
Seneca House Advisors
N/A—6,847-6,847-100%$655.3K———
Rather & Kittrell, Inc.
N/A—6,816-6,816-100%$652.4K———
Strategies Wealth Advisors, LLC
N/A—6,787-6,787-100%$649.6K———
Smithfield Trust Co
N/A—6,750-6,750-100%$646.0K———
Beta Wealth Group, Inc.
N/A—6,726-6,726-100%$643.7K———
Samara Investment Management, LLC
N/A—6,726-6,726-100%$643.7K———
Lowe Brockenbrough & Co Inc
N/A—6,592-6,592-100%$630.9K———
CSS LLC
N/A—6,579-6,579-100%$629.7K———
LOS Angeles Capital Management LLC
N/A—6,577-6,577-100%$629.5K———
Goldstone Financial Group, LLC
N/A—6,563-6,563-100%$628.1K———
Dorsey & Whitney Trust Co LLC
N/A—6,549-6,549-100%$626.8K———
Aventura Private Wealth, LLC
N/A—6,539-6,539-100%$625.8K———
Novare Capital Management LLC
N/A—6,484-6,484-100%$620.6K———
Colonial Trust Advisors
N/A—6,461-6,461-100%$618.4K———
L2 Asset Management, LLC
N/A—6,417-6,417-100%$614.2K———
Legacy Financial Advisors, Inc.
N/A—6,387-6,387-100%$611.3K———
River Wealth Advisors LLC
N/A—6,377-6,377-100%$610.3K———
First Foundation Advisors
N/A—6,365-6,365-100%$609.2K———
Insigneo Advisory Services, LLC
N/A—6,353-6,353-100%$608.0K———
Broyhill Asset Management, LLC
N/A—6,317-6,317-100%$604.6K———
Berger Financial Group, Inc
N/A—6,267-6,267-100%$599.8K———
Banco Santander, S.A.
N/A—6,239-6,239-100%$597.1K———
Van Hulzen Asset Management, LLC
N/A—6,221-6,221-100%$595.4K———
SHP Wealth Management
N/A—6,177-6,177-100%$591.2K———
Calton & Associates, Inc.
N/A—5,972-5,972-100%$571.6K———
Novak & Powell Financial Services, Inc.
N/A—5,925-5,925-100%$567.1K———
Reliant Investment Partners, LLC
N/A—5,891-5,891-100%$563.8K———
Schulhoff & Co Inc
N/A—5,875-5,875-100%$562.3K———
Fortress Private Ledger, LLC
N/A—5,856-5,856-100%$560.5K———
Orion Investment Co
N/A—5,855-5,855-100%$560.4K———
Z3 Capital Partners, LLC
N/A—5,839-5,839-100%$558.8K———
O'rourke & Company, Inc
N/A—5,745-5,745-100%$549.9K———
Requisite Capital Management, LLC
N/A—5,742-5,742-100%$549.5K———
LMR Partners LLP
N/A—5,677-5,677-100%$543.3K———
First Dallas Securities Inc.
N/A—5,675-5,675-100%$543.2K———
Knollwood Investment Advisory, LLC
N/A—5,663-5,663-100%$542.0K———
IQ EQ Fund Management (Ireland) Ltd
N/A—5,625-5,625-100%$538.4K———
Bienville Capital Management, LLC
N/A—5,607-5,607-100%$536.7K———
Clarendon Private LLC
N/A—5,567-5,567-100%$532.8K———
Motco
N/A—5,542-5,542-100%$530.4K———
Stratos Wealth Advisors, LLC
N/A—5,527-5,527-100%$529.1K———
Boothbay Fund Management, LLC
N/A—5,513-5,513-100%$527.6K———
Mathes Company, Inc.
N/A—5,450-5,450-100%$522.0K———
Wealth Management Associates, Inc.
N/A—5,423-5,423-100%$519.0K———
Fullerton Fund Management Co Ltd.
N/A—5,422-5,422-100%$518.9K———
Kapstone Financial Advisors LLC
N/A—5,415-5,415-100%$518.3K———
Mirabella Financial Services LLP
N/A—5,377-5,377-100%$514.6K———
PSI Advisors, LLC
N/A—5,373-5,373-100%$514.3K———
Inspire Advisors, LLC
N/A—5,352-5,352-100%$511.7K———
XTX Topco Ltd
N/A—5,350-5,350-100%$512.0K———
Red Wave Investments LLC
N/A—5,348-5,348-100%$511.8K———
Drive Wealth Management, LLC
N/A—5,331-5,331-100%$510.3K———
Cozad Asset Management Inc
N/A—5,318-5,318-100%$509.0K———
HighPoint Advisor Group LLC
N/A—5,280-5,280-100%$505.3K———
GeoWealth Management, LLC
N/A—5,215-5,215-100%$499.1K———
Bridgewater Advisors Inc.
N/A—5,212-5,212-100%$463.2K———
Cladis Investment Advisory, LLC
N/A—5,160-5,160-100%$493.9K———
Lcnb Corp
N/A—5,150-5,150-100%$492.9K———
WealthTrust Axiom LLC
N/A—5,138-5,138-100%$491.7K———
Pinnacle West Asset Management, Inc.
N/A—5,125-5,125-100%$491.0K———
Slagle Financial, LLC
N/A—5,098-5,098-100%$488.0K———
AXQ Capital, LP
N/A—5,095-5,095-100%$487.6K———
Resolute Capital, LLC
N/A—5,046-5,046-100%$483.0K———
Vantus Wealth LLC
N/A—5,039-5,039-100%$482.3K———
Argent Advisors, Inc.
N/A—5,035-5,035-100%$481.9K———
Bridges Investment Management Inc
N/A—4,996-4,996-100%$478.2K———
Cambria Investment Management, L.P.
N/A—4,921-4,921-100%$471.0K———
Truvestments Capital LLC
N/A—4,912-4,912-100%$470.1K———
McGowan Group Asset Management, Inc.
N/A—4,907-4,907-100%$469.7K———
Shepherd Wealth Management Ltd Liability Co
N/A—4,884-4,884-100%$451.5K———
VeraBank, N.A.
N/A—4,840-4,840-100%$463.2K———
Ridge Creek Global, Inc
N/A—4,824-4,824-100%$461.7K———
Envision Financial Transparency, LLC
N/A—4,821-4,821-100%$382.4K———
Crews Bank & Trust
N/A—4,821-4,821-100%$461.4K———
SageView Advisory Group, LLC
N/A—4,814-4,814-100%$460.8K———
RB Capital Management, LLC
N/A—4,799-4,799-100%$459.3K———
Founders Financial Alliance, LLC
N/A—4,728-4,728-100%$452.6K———
Texas Capital Bank Wealth Management Services Inc
N/A—4,714-4,714-100%$451.2K———
Boston Research & Management Inc
N/A—4,710-4,710-100%$450.8K———
Heritage Wealth Advisors
N/A—4,669-4,669-100%$446.9K———
Defiance ETFs, LLC
N/A—4,666-4,666-100%$443.8K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—4,495-4,495-100%$430.2K———
Resolute Wealth Strategies, LLC
N/A—4,489-4,489-100%$429.6K———
Fortis Advisors, LLC
N/A—4,475-4,475-100%$428.3K———
Quotient Wealth Partners, LLC
N/A—4,455-4,455-100%$426.4K———
Palumbo Wealth Management LLC
N/A—4,437-4,437-100%$424.7K———
Severin Investments, LLC
N/A—4,415-4,415-100%$422.5K———
CIM Investment Management Inc
N/A—4,381-4,381-100%$419.3K———
Maridea Wealth Management LLC
N/A—4,320-4,320-100%$413.4K———
Acorns Advisers, LLC
N/A—4,306-4,306-100%$412.0K———
Hall Capital Management Co Inc
N/A—4,286-4,286-100%$410.2K———
TRB Wealth Management, LLC
N/A—4,239-4,239-100%$405.7K———
Spinnaker Trust
N/A—4,217-4,217-100%$403.6K———
OneAscent Family Office, LLC
N/A—4,189-4,189-100%$400.9K———
Wealthspire Retirement, LLC
N/A—4,185-4,185-100%$400.5K———
E Fund Management Co., Ltd.
N/A—4,159-4,159-100%$398.1K———
Aberdeen Wealth Management LLC
N/A—4,155-4,155-100%$397.7K———
Keynote Financial Services LLC
N/A—4,138-4,138-100%$396.0K———
American Financial Advisors, LLC
N/A—4,128-4,128-100%$395.0K———
Wealthspan Partners, LLC
N/A—4,122-4,122-100%$394.5K———
Strategic Wealth Partners, Ltd.
N/A—4,109-4,109-100%$393.2K———
Banque Cantonale Vaudoise
N/A—4,097-4,097-100%$392.0K———
LaSalle St. Investment Advisors, LLC
N/A—4,087-4,087-100%$391.2K———
VestGen Investment Management
N/A—4,050-4,050-100%$387.6K———
ESL Trust Services, LLC
N/A—4,000-4,000-100%$382.8K———
Proficio Capital Partners LLC
N/A—3,977-3,977-100%$380.6K———
Atlanta Consulting Group Advisors, LLC
N/A—3,969-3,969-100%$379.9K———
Prelude Capital Management, LLC
N/A—3,950-3,950-100%$378.1K———
Cape COD Five Cents Savings Bank
N/A—3,944-3,944-100%$377.5K———
Campion Asset Management
N/A—3,903-3,903-100%$373.6K———
Gentry Private Wealth, LLC
N/A—3,890-3,890-100%$372.3K———
Sfmg, LLC
N/A—3,874-3,874-100%$370.8K———
Proactive Wealth Strategies LLC
N/A—3,848-3,848-100%$368.4K———
SGL Investment Advisors, Inc.
N/A—3,828-3,828-100%$349.7K———
Peak Retirement Planning, Inc.
N/A—3,783-3,783-100%$362.1K———
Wayfinding Financial, LLC
N/A—3,775-3,775-100%$361.0K———
Second Half Financial Partners, LLC
N/A—3,723-3,723-100%$356.3K———
King Wealth Management Group
N/A—3,718-3,718-100%$356.0K———
Strategic Investment Advisors / MI
N/A—3,686-3,686-100%$352.7K———
Range Advisory, LLC
N/A—3,682-3,682-100%$352.4K———
Retirement Income Solutions, Inc
N/A—3,673-3,673-100%$354.5K———
Continuum Advisory, LLC
N/A—3,658-3,658-100%$350.1K———
Francis Financial, Inc.
N/A—3,615-3,615-100%$346.0K———
KEB Asset Management, LLC
N/A—3,604-3,604-100%$345.0K———
White Pine Capital LLC
N/A—3,599-3,599-100%$344.5K———
Capital Analysts, LLC
N/A—3,591-3,591-100%$344.0K———
Satovsky Asset Management LLC
N/A—3,589-3,589-100%$343.5K———
Intellus Advisors LLC
N/A—3,578-3,578-100%$342.5K———
Colonial Trust Co / SC
N/A—3,558-3,558-100%$340.5K———
FLC Capital Advisors
N/A—3,540-3,540-100%$338.8K———
FSA Advisors, Inc.
N/A—3,536-3,536-100%$338.4K———
Cary Street Partners Investment Advisory LLC
N/A—3,536-3,536-100%$338.4K———
IFC Advisors LLC
N/A—3,527-3,527-100%$337.6K———
Impact Partnership Wealth, LLC
N/A—3,519-3,519-100%$336.8K———
Stonebridge Capital Advisors LLC
N/A—3,517-3,517-100%$336.6K———
Regatta Research & Money Management
N/A—3,493-3,493-100%$334.1K———
Quent Capital, LLC
N/A—3,479-3,479-100%$333.0K———
Qtron Investments LLC
N/A—3,470-3,470-100%$332.1K———
Cannon Wealth Management Services, LLC
N/A—3,458-3,458-100%$331.0K———
NorthCoast Asset Management LLC
N/A—3,453-3,453-100%$330.5K———
Everpar Advisors LLC
N/A—3,448-3,448-100%$330.0K———
New Republic Capital, LLC
N/A—3,444-3,444-100%$329.6K———
Douglass Winthrop Advisors, LLC
N/A—3,400-3,400-100%$325.4K———
Beck Mack & Oliver LLC
N/A—3,400-3,400-100%$325.4K———
Groupe la Francaise
N/A—3,382-3,382-100%$323.7K———
Hodges Capital Management Inc.
N/A—3,375-3,375-100%$323.0K———
Zhang Financial LLC
N/A—3,350-3,350-100%$320.6K———
NorthStar Asset Management LLC
N/A—3,347-3,347-100%$320.3K———
SageGuard Financial Group, LLC
N/A—3,347-3,347-100%$320.4K———
DF Dent & Co Inc
N/A—3,341-3,341-100%$319.8K———
Aspen Grove Capital, LLC
N/A—3,336-3,336-100%$319.3K———
One Wealth Advisors, LLC
N/A—3,335-3,335-100%$319.2K———
Trivium Point Advisory, LLC
N/A—3,328-3,328-100%$318.5K———
nVerses Capital, LLC
N/A—3,280-3,280-100%$313.9K———
Sovereign Investment Advisors, LLC
N/A—3,277-3,277-100%$313.6K———
Astoria Portfolio Advisors Llc.
N/A—3,274-3,274-100%$313.4K———
First American Trust, FSB
N/A—3,258-3,258-100%$311.8K———
Choate Investment Advisors
N/A—3,251-3,251-100%$311.2K———
Summit Wealth Partners, LLC
N/A—3,190-3,190-100%$305.3K———
MJP Associates Inc
N/A—3,184-3,184-100%$304.7K———
Prospect Financial Services LLC
N/A—3,145-3,145-100%$301.0K———
Aurdan Capital Management, LLC
N/A—3,139-3,139-100%$300.4K———
First National Bank & Trust Co of Newtown
N/A—3,127-3,127-100%$295.6K———
Brendel Financial Advisors LLC
N/A—3,100-3,100-100%$296.7K———
Sittner & Nelson, LLC
N/A—3,099-3,099-100%$296.6K———
Klcm Advisors, Inc.
N/A—3,087-3,087-100%$295.5K———
CVA Family Office, LLC
N/A—3,085-3,085-100%$295.3K———
Cyber Hornet ETFs LLC
N/A—3,069-3,069-100%$293.7K———
Nalls Sherbakoff Group, LLC
N/A—3,067-3,067-100%$293.5K———
Leigh Baldwin & Co., LLC
N/A—3,067-3,067-100%$293.6K———
Star Financial Bank
N/A—3,059-3,059-100%$292.8K———
Berkshire Asset Management LLC
N/A—3,057-3,057-100%$292.6K———
Allied Private Wealth LLC
N/A—3,029-3,029-100%$292.0K———
Strathmore Capital Advisors, Inc.
N/A—3,027-3,027-100%$284.1K———
LOM Asset Management Ltd
N/A—3,015-3,015-100%$288.6K———
Morris Financial Concepts, Inc.
N/A—3,008-3,008-100%$287.9K———
SCS Capital Management LLC
N/A—3,001-3,001-100%$287.2K———
KKM Financial LLC
N/A—3,001-3,001-100%$287.2K———
Brookwood Investment Group LLC
N/A—2,999-2,999-100%$287.0K———
Barnett & Company, Inc.
N/A—2,983-2,983-100%$285.5K———
HC Advisors, LLC
N/A—2,938-2,938-100%$281.2K———
Dover Advisors, LLC
N/A—2,911-2,911-100%$253.8K———
Shufro Rose & Co LLC
N/A—2,879-2,879-100%$275.6K———
Paces Ferry Wealth Advisors, LLC
N/A—2,870-2,870-100%$274.7K———
N.E.W. Advisory Services LLC
N/A—2,868-2,868-100%$274.5K———
Perennial Investment Advisors, LLC
N/A—2,848-2,848-100%$272.6K———
Fayez Sarofim & Co
N/A—2,840-2,840-100%$271.8K———
Dynasty Wealth Management, LLC
N/A—2,838-2,838-100%$271.6K———
GTS Securities LLC
N/A—2,828-2,828-100%$270.7K———
North Star Asset Management Inc
N/A—2,826-2,826-100%$270.5K———
Corsicana & Co.
N/A—2,820-2,820-100%$269.9K———
Alteri Wealth LLC
N/A—2,813-2,813-100%$269.3K———
McMillan Office, Inc.
N/A—2,800-2,800-100%$268.0K———
Fourth Dimension Wealth, LLC
N/A—2,797-2,797-100%$267.7K———
V. M. Manning & Co., Inc.
N/A—2,785-2,785-100%$266.5K———
Bogart Wealth, LLC
N/A—2,780-2,780-100%$266.1K———
PYA Waltman Capital, LLC
N/A—2,776-2,776-100%$265.7K———
Boyar Asset Management Inc.
N/A—2,765-2,765-100%$264.6K———
Northwest Bancshares, Inc.
N/A—2,756-2,756-100%$263.8K———
Fortis Capital Advisors, LLC
N/A—2,754-2,754-100%$263.7K———
Strategic Financial Services, Inc.
N/A—2,737-2,737-100%$262.0K———
DV Trading LLC
N/A—2,733-2,733-100%$261.6K———
Sompo Asset Management Co., Ltd.
N/A—2,730-2,730-100%$261.3K———
Optas, LLC
N/A—2,704-2,704-100%$258.8K———
44 Wealth Management LLC
N/A—2,693-2,693-100%$257.7K———
STG Securities, LLC
N/A—2,680-2,680-100%$256.5K———
Octavia Wealth Advisors, LLC
N/A—2,673-2,673-100%$255.8K———
Waterford Advisors, LLC
N/A—2,671-2,671-100%$255.6K———
Readystate Asset Management LP
N/A—2,670-2,670-100%$255.5K———
Alexander Labrunerie & Co., Inc.
N/A—2,669-2,669-100%$255.5K———
Zevin Asset Management LLC
N/A—2,650-2,650-100%$253.6K———
Clare Market Investments LLC
N/A—2,650-2,650-100%$253.6K———
Advance Capital Management, Inc.
N/A—2,649-2,649-100%$253.5K———
LifePlan Investment Advisors, Inc.
N/A—2,646-2,646-100%$253.2K———
Rockbridge Investment Management, LCC
N/A—2,632-2,632-100%$251.9K———
Prosperity Bancshares Inc
N/A—2,622-2,622-100%$251.0K———
First Financial Bankshares Inc
N/A—2,617-2,617-100%$250.5K———
Bluebird Wealth Management LLC
N/A—2,616-2,616-100%$250.4K———
Chelsea Counsel Co
N/A—2,614-2,614-100%$250.2K———
Laffer Tengler Investments, Inc.
N/A—2,600-2,600-100%$248.8K———
Delta Investment Management, LLC
N/A—2,582-2,582-100%$247.1K———
Wood Tarver Financial Group, LLC
N/A—2,559-2,559-100%$244.0K———
Ironwood Investment Counsel, LLC
N/A—2,554-2,554-100%$244.5K———
Walsh & Associates, LLC
N/A—2,520-2,520-100%$241.2K———
Per Stirling Capital Management, Llc.
N/A—2,520-2,520-100%$241.2K———
Rathbones Group PLC
N/A—2,515-2,515-100%$240.7K———
Godshalk Welsh Capital Management, Inc.
N/A—2,500-2,500-100%$239.3K———
Rothschild Wealth LLC
N/A—2,497-2,497-100%$238.9K———
Aureus Asset Management, LLC
N/A—2,483-2,483-100%$237.6K———
Tiaa Trust, National Association
N/A—2,467-2,467-100%$236.1K———
Tevis Investment Management
N/A—2,462-2,462-100%$235.6K———
Cannell & Spears LLC
N/A—2,428-2,428-100%$232.4K———
Whittier Trust Co of Nevada Inc
N/A—2,411-2,411-100%$234.6K———
Pursuit Wealth Strategies, LLC
N/A—2,380-2,380-100%$227.8K———
Financial Engines Advisors L.L.C.
N/A—2,359-2,359-100%$225.8K———
Davis R M Inc
N/A—2,344-2,344-100%$224.4K———
R.H. Investment Group, LLC
N/A—2,317-2,317-100%$221.8K———
Jackson, Grant Investment Advisers, Inc.
N/A—2,311-2,311-100%$221.2K———
Tudor Financial Inc.
N/A—2,301-2,301-100%$220.2K———
AllGen Financial Advisors, Inc.
N/A—2,300-2,300-100%$220.1K———
Callahan Advisors, LLC
N/A—2,300-2,300-100%$220.1K———
EWA, LLC
N/A—2,294-2,294-100%$219.5K———
Inceptionr LLC
N/A—2,290-2,290-100%$219.2K———
Stonebrook Private Inc.
N/A—2,284-2,284-100%$218.6K———
Optiver Holding B.V.
N/A—2,253-2,253-100%$215.6K———
Storen Legacy Partners, LLC
N/A—2,235-2,235-100%$213.9K———
Fiduciary Wealth Partners, LLC
N/A—2,226-2,226-100%$213.1K———
Whittier Trust Co
N/A—2,220-2,220-100%$213.1K———
Capula Management Ltd
N/A—2,210-2,210-100%$211.5K———
Interactive Financial Advisors, Inc.
N/A—2,208-2,208-100%$211.3K———
Athena Investment Management
N/A—2,208-2,208-100%$211.3K———
Camelot Portfolios, LLC
N/A—2,200-2,200-100%$210.6K———
Taylor Hoffman Capital Management LLC
N/A—2,200-2,200-100%$210.6K———
LGT Fund Management Co Ltd.
N/A—2,200-2,200-100%$210.6K———
Glassy Mountain Advisors, Inc.
N/A—2,199-2,199-100%$210.5K———
Copia Wealth Management
N/A—2,195-2,195-100%$210.1K———
Disciplined Investments, LLC
N/A—2,188-2,188-100%$209.4K———
VSM Wealth Advisory, LLC
N/A—2,186-2,186-100%$209.2K———
Strategic Financial Partners, Ltd.
N/A—2,185-2,185-100%$209.1K———
Keating Financial Advisory Services, Inc.
N/A—2,180-2,180-100%$208.6K———
Sagewood Asset Management LP
N/A—2,175-2,175-100%$208.2K———
Madison Wealth Partners, Inc
N/A—2,149-2,149-100%$205.6K———
Phillips Wealth Planners LLC
N/A—2,137-2,137-100%$207.9K———
Ponta Wealth Partners, LLC
N/A—2,126-2,126-100%$203.5K———
RNC Capital Management LLC
N/A—2,126-2,126-100%$203.5K———
Stonebridge Financial Group, LLC / MO
N/A—2,124-2,124-100%$203.3K———
Sharp Wealth Advisory, LLC
N/A—2,090-2,090-100%$200.1K———
Measured Wealth Private Client Group, LLC
N/A—2,030-2,030-100%$194.3K———
Tiemann Investment Advisors, LLC
N/A—2,026-2,026-100%$193.9K———
Tripletail Wealth Management, LLC
N/A—1,980-1,980-100%$194.0K———
Transamerica Financial Advisors, LLC
N/A—1,884-1,884-100%$180.4K———
Ostrum Asset Management
N/A—1,864-1,864-100%$178.4K———
PlanVest Financial, Inc
N/A—1,789-1,789-100%$171.2K———
Silvant Capital Management LLC
N/A—1,727-1,727-100%$165.3K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—1,630-1,630-100%$156.0K———
South Plains Financial, Inc.
N/A—1,605-1,605-100%$153.6K———
Basecamp Wealth Advisors LLC
N/A—1,581-1,581-100%$151.3K———
Tanglewood Legacy Advisors, LLC
N/A—1,501-1,501-100%$143.7K———
MRP Capital Investments, LLC
N/A—1,500-1,500-100%$143.6K———
Westpac Banking Corp
N/A—1,474-1,474-100%$141.1K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,450-1,450-100%$138.8K———
Millstone Evans Group, LLC
N/A—1,397-1,397-100%$133.7K———
Westfuller Advisors, LLC
N/A—1,386-1,386-100%$132.7K———
Meramec Financial Planners, LLC
N/A—1,333-1,333-100%$128.6K———
Steigerwald, Gordon & Koch Inc.
N/A—1,302-1,302-100%$124.6K———
IMA Advisory Services, Inc.
N/A—1,225-1,225-100%$117.2K———
Proffitt & Goodson Inc
N/A—1,163-1,163-100%$111.3K———
Roble, Belko & Company, Inc
N/A—1,154-1,154-100%$110.0K———
Manning & Napier Advisors LLC
N/A—1,100-1,100-100%$106.4K———
Financial Gravity Companies, Inc.
N/A—1,087-1,087-100%$104.0K———
Bellevue Asset Management, LLC
N/A—1,084-1,084-100%$103.8K———
LRI Investments, LLC
N/A—1,007-1,007-100%$96.4K———
Synergy Investment Management, LLC
N/A—1,002-1,002-100%$96.0K———
Caldwell Sutter Capital, Inc.
N/A—994-994-100%$95.1K———
Dunhill Financial, LLC
N/A—993-993-100%$95.1K———
GW&K Investment Management, LLC
N/A—929-929-100%$89.0K———
Highland Investment Advisors LLC
N/A—894-894-100%$85.6K———
Fiduciary Financial Advisors
N/A—890-890-100%$84.4K———
Strategic Investment Solutions, Inc.
N/A—888-888-100%$85.0K———
S&T Bank
N/A—823-823-100%$78.8K———
Northwest & Ethical Investments L.P.
N/A—818-818-100%$79.1K———
TD Capital Management LLC
N/A—723-723-100%$69.2K———
Purpose Unlimited Inc.
N/A—700-700-100%$67.0K———
Avalon Trust Co
N/A—700-700-100%$67.0K———
EFG International AG
N/A—692-692-100%$66.2K———
CNB Bank
N/A—653-653-100%$62.5K———
Mark Sheptoff Financial Planning, LLC
N/A—650-650-100%$62.2K———
Greykasell Wealth Strategies, Inc.
N/A—647-647-100%$61.9K———
Harborfront Financial Group LLC
N/A—631-631-100%$60.4K———
Uniplan Investment Counsel, Inc.
N/A—630-630-100%$60.4K———
HighMark Wealth Management LLC
N/A—623-623-100%$59.6K———
Bravera Wealth
N/A—600-600-100%$57.4K———
Darwin Wealth Management, LLC
N/A—579-579-100%$55.4K———
Bruce G. Allen Investments, LLC
N/A—563-563-100%$53.9K———
Strive Financial Group,LLC
N/A—556-556-100%$53.2K———
Mpwm Advisory Solutions, LLC
N/A—544-544-100%$52.1K———
Ankerstar Wealth, LLC
N/A—517-517-100%$49.5K———
Kerr Financial Planning Corp
N/A—500-500-100%$47.9K———
Kilter Group LLC
N/A—496-496-100%$47.5K———
Sachetta, LLC
N/A—494-494-100%$47.3K———
Webster Bank, N. A.
N/A—485-485-100%$46.4K———
Kemnay Advisory Services Inc.
N/A—474-474-100%$45.4K———
1015 Capital Partners, LLC
N/A—473-473-100%$45.3K———
Loomis Sayles & Co L P
N/A—473-473-100%$45.3K———
MidFirst Bank
N/A—462-462-100%$44.2K———
SOA Wealth Advisors, Llc.
N/A—458-458-100%$43.9K———
Beaird Harris Wealth Management, LLC
N/A—453-453-100%$43.4K———
Cetera Trust Company, N.a
N/A—450-450-100%$43.1K———
Oakmont Advisory Group, LLC
N/A—438-438-100%$41.9K———
BOK Financial Private Wealth, Inc.
N/A—427-427-100%$40.9K———
Cornerstone Financial Management LLC
N/A—394-394-100%$37.7K———
Dogwood Wealth Management LLC
N/A—382-382-100%$36.6K———
FWL Investment Management, LLC
N/A—380-380-100%$36.4K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—344-344-100%$32.9K———
Frazier Financial Advisors, LLC
N/A—328-328-100%$31.4K———
Napier Financial, LLC
N/A—318-318-100%$30.4K———
PIN OAK Investment Advisors Inc
N/A—311-311-100%$30.0K———
Cheviot Value Management, LLC
N/A—305-305-100%$29.2K———
Prestige Wealth Management Group LLC
N/A—286-286-100%$27.4K———
Basepoint Wealth LLC
N/A—254-254-100%$24.3K———
Medallion Wealth Advisors, LLC
N/A—235-235-100%$22.5K———
Tidemark, LLC
N/A—233-233-100%$22.3K———
Migdal Insurance & Financial Holdings Ltd.
N/A—208-208-100%$19.9K———
Security National Bank of Sioux City Iowa
N/A—200-200-100%$19.1K———
Wellington-Altus USA Inc.
N/A—198-198-100%$19.1K———
Riverview Trust Co
N/A—194-194-100%$18.6K———
Ameriflex Group, Inc.
N/A—194-194-100%$18.6K———
Vanguard National Trust Co
N/A—180-180-100%$17.2K———
Rialto Wealth Management, LLC
N/A—159-159-100%$15.2K———
Financial Life Planners
N/A—158-158-100%$15.1K———
Atomic Invest LLC
N/A—157-157-100%$15.2K———
Caitlin John, LLC
N/A—150-150-100%$14.4K———
Crewe Advisors LLC
N/A—136-136-100%$13.0K———
Benson Wealth Management Inc
N/A—132-132-100%$12.6K———
Imprint Wealth LLC
N/A—121-121-100%$11.6K———
JDM Financial Group LLC
N/A—100-100-100%$9.6K———
Penserra Capital Management LLC
N/A—93-93-100%$8———
Richard W. Paul & Associates, LLC
N/A—76-76-100%$7.3K———
Park Square Financial Group, LLC
N/A—70-70-100%$6.7K———
Westend Capital Management, LLC
N/A—67-67-100%$6.5K———
Ogorek Anthony Joseph
N/A—65-65-100%$6———
Mcguire Capital Advisors Inc
N/A—56-56-100%$5.4K———
Nova Wealth Management, Inc.
N/A—47-47-100%$4.5K———
Atlas Capital Advisors Inc.
N/A—47-47-100%$4.5K———
Investors Portfolio Services LLC
N/A—42-42-100%$4.0K———
Capital Advisor Network LLC
N/A—34-34-100%$3.3K———
Quarry LP
N/A—31-31-100%$3.0K———
Cbiz Investment Advisory Services, LLC
N/A—31-31-100%$3.0K———
Hollencrest Capital Management
N/A—30-30-100%$2.9K———
Three Bearings Fiduciary Advisors, Inc.
N/A—25-25-100%$2.4K———
Osbon Capital Management LLC
N/A—23-23-100%$2.2K———
Raffa Wealth Management, LLC
N/A—23-23-100%$2.2K———
Vanguard Advisers Inc
N/A—19-19-100%$1.8K———
HFM Investment Advisors, LLC
N/A—17-17-100%$1.6K———
Orion Capital Management LLC
N/A—14-14-100%$1.3K———
Logan Capital Management Inc
N/A—11-11-100%$1.1K———
Godfrey Financial Associates, Inc.
N/A—11-11-100%$1.1K———
Sankala Group LLC
N/A—3-3-100%$277———
Cordant, Inc.
N/A—3-3-100%$284———
Meeder Asset Management Inc
N/A—1-1-100%$96———
Showing 2440 of 2440 institutions